EQUITREE EMERGING OPPORTUNITIES
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.69%
- 3M
- +8.78%
- 6M
- -5.71%
- 9M
- —
- 1Y
- -6.87%
- 2Y
- +7.97%
- 3Y
- +27.24%
- 4Y
- +26.11%
- 5Y
- +21.76%
- Since Inception
- +6.71%
- Strategy AUM
- ₹1,334 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.69% | −0.17% | −0.52% |
| 3 Months | +8.78% | −2.34% | +11.12% |
| 6 Months | −5.71% | −5.39% | −0.32% |
| 1 Year | −6.87% | −0.07% | −6.80% |
| 2 Years | +7.97% | +4.14% | +3.83% |
| 3 Years | +27.24% | +13.46% | +13.78% |
| 4 Years | +26.11% | +13.31% | +12.80% |
| 5 Years | +21.76% | +12.29% | +9.47% |
| Since Inception | +6.71% | +13.01% | −6.30% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.69% | −0.17% | −0.52% |
| Apr-2026 | +21.88% | +10.38% | +11.50% |
| Mar-2026 | −10.13% | −11.37% | +1.24% |
| Feb-2026 | −4.34% | +0.45% | −4.79% |
| Jan-2026 | −8.20% | −3.34% | −4.86% |
| Dec-2025 | −1.30% | −0.24% | −1.06% |
| Nov-2025 | −7.14% | +0.96% | −8.10% |
| Oct-2025 | +2.10% | +4.27% | −2.17% |
| Sep-2025 | +4.88% | +1.24% | +3.64% |
| Aug-2025 | −4.38% | −1.75% | −2.63% |
| Jul-2025 | −1.90% | −2.71% | +0.81% |
| Jun-2025 | +5.90% | +3.68% | +2.22% |
| May-2025 | +7.44% | +3.54% | +3.90% |
Strategy Details
APMI fact sheet
- Inception
- 28 Jul 2017
- Age
- 8.10 Years
- Min. investment
- ₹1,00,00,000
- Turnover (1Y)
- 0.83×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
WE FOCUS ON CREATING LONG TERM VALUE THROUGH FUNDAMENTAL BASED INVESTING IN EMERGING BUSINESSES.
Fund Managers
1 manager
Name
MR. PAWAN BHARADIA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹1,00,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Equitree Capital Advisors Private Limited
- Strategy
- EQUITREE EMERGING OPPORTUNITIES
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.