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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.3% | −6.0% | +0.7% |
| 3 Months | +0.5% | −4.9% | +5.5% |
| 6 Months | −3.2% | +2.1% | −5.4% |
| 1 Year | +16.7% | −7.1% | +23.8% |
| 2 Years | +20.9% | −5.3% | +26.2% |
| 3 Years (CAGR) | +23.8% | +6.1% | +17.7% |
| 4 Years (CAGR) | +36.3% | +8.5% | +27.8% |
| 5 Years (CAGR) | +30.3% | +6.4% | +24.0% |
| Since launch | +31.4% | +10.5% | +20.9% |
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 15.4%
8
Number of stocks
63.0%
Top 5 stocks
82.0%
Top 5 sectors
| ISIN | Change | |||
|---|---|---|---|---|
| HDFC Bank | — | 14.00% | Large Cap | — |
| Reliance Industries | — | 13.00% | Large Cap | — |
| TCS | — | 13.00% | Large Cap | — |
| ICICI Bank | — | 12.00% | Large Cap | — |
| Bharti Airtel | — | 11.00% | Mid Cap | — |
| Voltas | — | 10.00% | Mid Cap | — |
| Happiest Minds | — | 9.00% | Small Cap | — |
| Sapphire Foods | — | 8.00% | Small Cap | — |
Large Cap
Mid Cap
Small Cap
Financials
Information Technology
GST (18%) is charged on top of these fees.
Aequitas Investment Consultancy’s story and investment philosophy are on the Aequitas Investment Consultancy firm page.
Subham Agarwal
Fund managerCo-Fund Manager
Subham comes with 10+ yrs. of industry experience which includes Investment Banking. Post completing Chartered Accountancy course he went onto pursue his career in Equity investment in listed space. With an added entrepreneurial background Subham is valued in the team for his fresh and rounded perspective on business challenges and processes. His profound interest and awareness of global events along with his tactical shrewdness to navigate market tides led to his appointment as the Fund Manager for our GIFT City funds, since inception.
Pratiksha Daftari
Fund managerFund Manager, PMS
With experience of over 15 years, Pratiksha specializes in the analysis of macro-economic scenario and its bearing on markets at large on investee companies and new investment opportunities. She brings a blend of expertise as a qualified CA and an MBA graduate from the Indian School of Business. Her proactive approach, patience, and passion led to her appointment as Fund Manager for our PMS in India in August 2022.
Niharika Jain
Fund managerFund Manager, India AIF
She comes with 8+ yrs. of experience. A Fellow Chartered Accountant, having cleared all 3 levels CFA (US), Niharika stands tall for her micro-analytical and data crunching skills. With exposure across all market capitalization companies, she is a specialist in bottom-up stock selection. She was the first intern ever at Aequitas who got absorbed as a full-time employee and eventually got appointed as the Fund Manager for the India AIF in 2023.
Riya Mehta
Sr. Research Analyst
Senior Research Analyst specializing in fundamental equity research and investment opportunity identification.
Aditya Rathi
Sr. Research Analyst
Senior Research Analyst focused on sector analysis and identifying high-growth equity opportunities.
Aman Kothari
Research Analyst
Research Analyst contributing to equity screening, valuation and investment thesis development.
Yash Mandhana
Research Analyst
Research Analyst involved in bottom-up stock research and company-level analysis.
Aaryan Vadaria
Research Analyst
Research Analyst supporting portfolio research and valuation assessment.
Vanshika Jain
Research Analyst
Research Analyst contributing to company financial analysis and research processes.
Lokendra Varma
Research Analyst
Research Analyst focusing on equity research and portfolio evaluation.
Abhinav Mandowara
Research Analyst
Research Analyst engaged in stock screening and fundamental research.
Neerav Shah
Co-Founder & Director, Compliance & Operations
A Chartered Accountant with over 20 years of experience, Neerav brings deep institutional and governance expertise to Aequitas. As Aequitas' Director, Compliance, Neerav provides an independent governance lens to the Global Investment Council, ensuring that investment decisions are supported by robust controls, regulatory discipline and the highest standards of fiduciary responsibility. He has been instrumental in embedding an 'Investors First' culture at Aequitas, with transparency and investor interests at the forefront of firm's operations.
Prithipal Singh
Director & Head of Business
With over 25 years of experience in the financial services industry, Prithipal is among the most seasoned professionals in India's asset management space. He has held leadership positions at some of the country's largest financial institutions, including BNP Paribas Asset Management and Reliance Mutual Fund, where he led sales, distribution, and strategic relationship management initiatives across diverse investor segments. At Aequitas, Prithipal leads the firm's business initiatives with a focus on transparency, long-term partnerships, and an investor-first philosophy.
Registration No
INP000004417
Fund Manager
Mrs.Pratiksha Daftari
Principal Officer
Mrs.Pratiksha Daftari
Inflow
₹0.00 Cr
Outflow
₹58.22 Cr
Net
₹-58.22 Cr
Not reported — complaint data for this strategy isn't available yet.
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Energy
Telecom
Consumer Durables
Bhavna Jhunjhunwala
Managing Director
With Master's in Financial Engineering from Baruch College, New York, she comes with over 20 years of cross-domain experience spanning financial risk analytics, software engineering and entrepreneurship. Her diverse professional experience brings a strong analytical and risk-oriented perspective to the Global Investment Council, complementing Aequitas' bottom-up investment approach with a structured lens on markets and decision-making.
Amrit Gadhavi
AVP
Bhavik Devani
Compliance Officer
Anant Anand
Compliance Manager
Aditi Abhyankar
Compliance Manager
Saurabh
Compliance Manager
Simran Gambhir
Market Head - GCC
Shail Pillay
Business Development Manager
Neha Bharadia
Business Development Manager
Rakshit Sinha
Marketing Manager
Priyanka Daga
Business Development Manager
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