- Manager
- Aequitas Investment Consultancy
- Service
- Discretionary
- Asset class
- Equity
Aequitas India Opportunities Product
+16.67%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Aequitas Investment Consultancy’s Aequitas India Opportunities Product returned 16.67% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹2,197 crore across its clients.
Key numbers
- AUM
- ₹2,197 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 0.40×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.29% | −6.03% | +0.74% |
| 3 months | +0.54% | −4.91% | +5.45% |
| 6 months | −3.24% | +2.13% | −5.37% |
| 1 year | +16.67% | −7.09% | +23.76% |
| 2 years | +20.92% | −5.29% | +26.21% |
| 3 years | +23.75% | +6.06% | +17.69% |
| 4 years | +36.30% | +8.48% | +27.82% |
| 5 years | +30.33% | +6.38% | +23.95% |
| Since inception | +31.40% | +11.51% | +19.89% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds69.81%₹1,534 Cr
- Listed equity25.25%₹555 Cr
- Cash and other4.94%₹108 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹58.22 Cr
- Net, Sep 2026
- −₹58.22 Cr
- Net, FY to date
- −₹1,525 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.40×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Aequitas India Opportunities Product returned?
16.67% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.29%; 3 months: 0.54%; 6 months: −3.24%; 1 year: 16.67%; 2 years: 20.92%; 3 years: 23.75%; 4 years: 36.30%; 5 years: 30.33%; Since inception: 31.40%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 23.76 percentage points ahead.
How much does Aequitas India Opportunities Product manage?
₹2,197 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Aequitas India Opportunities Product?
Aequitas Investment Consultancy, a SEBI-registered portfolio manager (INP000004417), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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