Expert-managed portfolios tailored to your financial goals.
The strategy follows a disciplined approach of identifying and holding quality businesses with strong fundamentals, aiming for consistent compounding over time.
Chartered Accountant with a demonstrated history of being one of the first to identify multibaggers both in small and mi... Chartered Accountant with a demonstrated history of being one of the first to identify multibaggers both in small and mid-cap space | Vision is to turn Aequitas into a world-class $1 billion net- worth organization. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.16% | -0.51% | 0.67% |
| 3 Months | 21.65% | -3.8% | 25.45% |
| 6 Months | 42.63% | 3.36% | 39.27% |
| 1 Year | 61.81% | 15.07% | 46.74% |
| 2 Year | 34.43% | 8.29% | 26.14% |
| 3 Year | 51.51% | 14.64% | 36.87% |
| 5 Year | 46.55% | 12.95% | 33.6% |
| Since Inception | 34.16% | 12.91% | 21.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.6% | 0.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 18.64% | 0.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.98% | 0.48% | 4.27% | 4.78% | -0.33% | 0.15% | 1.95% | 2.05% | 9.34% | 3.8% | 3.31% | 5.07% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | 1.43% | 6.27% | -2.04% | 1.3% | -2.25% | -3.22% | 4.72% | 3.26% | 8.57% | -0.82% | 1.39% | 5.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.8% | -3.6% | 5.7% | 8.17% | -2.69% | -0.49% | -0.12% | -0.98% | 0.65% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 7.56% | -3.63% | -1.07% | 4.17% | -4.05% | -2.77% | 6% | -0.72% | 2.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4862.1 | 4457.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 2715.4 | 2744.2 | 2885.6 | 3193.1 | 3183 | 3355.9 | 3453.2 | 3521.9 | 3826.6 | 3963.1 | 4063.6 | 4264.6 |
| 2024 | -- | -- | -- | 3423.3 | 3158.3 | 3312.7 | 3535 | 3319.6 | 3133.4 | 3048.9 | 2974 | 2872.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
