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Emerging Opportunities

Equitree Capital Advisors Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 October 2017
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹1122.99
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This strategy targets investment in publicly traded, small and micro-cap companies exhibiting strong growth potential and robust management teams, whose market valuation has not yet fully reflected their intrinsic value.

Investment Objective

Equitree Capital, a Securities and Exchange Board of India (SEBI) registered Portfolio Management Service (PMS), focuses on achieving enduring value appreciation. Our investment strategy involves pinpointing small and micro-capitalization companies that are currently undervalued relative to their inherent worth and have limited analytical coverage. We secure significant minority ownership positions and employ a patient, disciplined approach to foster sustainable wealth accumulation for our clientele.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.30% -0.24% -1.06%
3 MONTHS -6.43% 5.02% -11.45%
6 MONTHS -7.93% 1.63% -9.56%
1 YEAR -11.70% 7.63% -19.33%
2 YEAR 15.53% 11.64% 3.89%
3 YEAR 33.86% 16.40% 17.46%
5 YEAR 34.53% 16.82% 17.71%
SINCE INCEPTION 7.65% 14.44% -6.79%

Calendar Year Performance

Year Return
CY 2025 -11.70%
CY 2024 51.17%
CY 2022 3.79%
CY 2021 76.98%
CY 2020 20.30%
CY 2019 -43.58%
CY 2018 -38.45%
CY 2017 -0.17%

Financial Year Performance

Year Return
FY 26_YTD 3.07%
FY 25 38.26%
FY 24 89.63%
FY 23 -2.28%
FY 22 35.87%
FY 21 131.37%
FY 20 -60.05%
FY 19 -36.43%
FY 18 -11.91%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Pawan Bharadia serves as the principal investment strategist at Equitree, overseeing all investment initiatives. With over two and a half decades of experience in both private and public market investing, he possesses a proven track record of successful capital allocation. His systematic approach, characterized by meticulous attention to detail and a resolute focus, enables the early identification of distinctive investment prospects and the commitment to long-term strategies. Before his role in co-founding Equitree, Mr. Bharadia held significant leadership positions within private equity organizations. His early career included tenure at esteemed international financial institutions such as Chase Manhattan Bank and ABN Amro Bank. Mr. Bharadia is a Chartered Accountant and holds a Bachelor of Commerce degree from Mumbai University. He is presently based in Mumbai.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
25
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
2240
portfolio age
8 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2%

Hurdle: 0%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)