Aequitas India Scheme (“the Fund”)

Fund Snapshot

Investment Philosophy

Aequitas follows a straightforward and transparent investment philosophy built on consistency and conviction. The firm believes that long-term wealth is created not by mere saving but by investing wisely and strategically. With a carefully structured approach, Aequitas stays committed to delivering on its promises. Every decision reflects the principle of “walking the talk,” ensuring that strategies remain aligned with client goals and long-term wealth creation.

Focus and Discipline

Aequitas maintains a disciplined stance by prioritizing facts, fundamentals, and proven data over market noise. The team avoids chasing momentum, fad-driven stocks, or speculative trends. Derivatives and IPO-driven strategies are deliberately excluded from the investment approach, allowing the firm to stay firmly rooted in risk-managed, fundamentals-based decision-making. This disciplined framework serves as the backbone of the firm’s investment consistency.

Multibagger & Research Approach

Aequitas identifies potential multibagger opportunities through a balanced blend of growth, value, and contrarian thinking. Companies are evaluated for above-average growth potential over a 3–5 year horizon, reasonable valuations with re-rating possibilities, and unique characteristics that stand apart from mainstream market views. The firm uses rigorous qualitative analysis supported by screeners to assess key financial metrics, conducts primary research, and constructs portfolios with stocks that meet all defined parameters. Continuous research ensures periodic reassessment, enabling informed decisions and timely adjustments where needed.