Asset Management Company
Equitree
Equitree is a SEBI-registered asset manager. PMS Sahi Hai tracks 1 of its 1 PMS strategy — scored on the same seven pillars as every other house.
1 strategy— trackedAvg Nyra 8.5
AUM tracked
—
Strategies
1
1 PMS
Avg Nyra Score
8.5
Best 3Y CAGR
28.3%
Equitree - Emerging Opportunities
About the house
How Equitree invests
Across the strategy PMS Sahi Hai tracks, Equitree runs small cap mandates in a blend style, with — under watch and a track record stretching back 8 years.
Its strongest three-year run on our shelf is 28.3% CAGR on Equitree - Emerging Opportunities, net of fees. Every strategy here is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Equitree can be read side by side against any other house on the platform, sales deck excluded.
Categories
Small Cap
Styles
Blend
Minimums
₹50 L (PMS)