PMS · Equity · Small Cap
Aequitas - India Opportunities Product
Fund size₹2,319 Cr
Alpha (3Y)18.84%
3Y return27.41%
Fund age13 yrs 6 mo
Fund Manager
Pratiksha Daftari
Pratiksha Daftari
Fund Manager, Aequitas
Pratiksha, a Chartered Accountant and Alumnus of the Indian School of Business (Finance & Strategy), is a seasoned Investment professional with over 15 years of experience across portfolio management, equity research, corporate banking, and taxation. Currently serving as Fund Manager for a PMS product at Aequitas Investment Consultancy, managing bespoke equity portfolios for UHNW individuals and family offices.Pratiksha joined Aequitas in 2018. With over 8 years of experience in financial analysis and equity research, she plays a key role in the research-driven investment process, underpinning Aequitas’ flagship Portfolio Management Services (PMS).In 2022, she took on leadership responsibility as Co-Fund Manager, reflecting confidence in her analytical insight and ability to contribute to investment outcomes.Pratiksha’s investment approach focuses on identifying high-quality companies with strong business fundamentals, scalable growth potential, and attractive valuations, using a blend of growth and contrarian strategies. In addition to portfolio responsibilities, she plays a key role in mentoring young analysts, strengthening internal research frameworks, and improving process efficiencies within the organization.Before Aequitas, Pratiksha worked in corporate banking at Axis Bank as part of the prestigious We Lead Program, handling credit appraisal for large corporates across the pharmaceuticals, NBFCs, paper & packaging, and automobile sectors. Strong foundation in financial analysis, valuation, and risk assessment, supported by experience at KPMG in transfer pricing advisory and litigation.Outside work, she is an avid reader and loves spending time with her family.
Managing AUM₹2,319 Cr
Growth of₹Cr
Aequitas India Opportunities Product
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Aequitas India Opportunities Product8.97%34.70%23.95%27.41%32.51%32.15%
NIFTY 50 TRI−7.00%−0.35%−1.19%9.00%8.32%12.10%
Excess over benchmark15.97%35.05%25.14%18.41%24.19%20.05%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.53%
Benchmark approx 13.31%
A standard deviation reflecting historical swings.
Sensitivity
0.35
Beta vs benchmark 1.00 · 65% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.31
Sharpe
Excess return gained per unit of volatility.
Capture ratio
76 / -64
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −21.72% from its 29 Jan 2026 peak to a 23 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−21.72%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme29 Jan 202623 Mar 2026−21.72%53 days––
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak29 Jan 2026
Trough23 Mar 2026
Depth−21.72%
Fell over53 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
9
P/E ratio
14.68
P/B ratio
2.11
Dividend yield
2.06%
Asset class
Equity
Market cap
Large cap3.69%
Mid cap5.83%
Small cap13.04%
Cash & others77.44%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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