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 basis as every other house.
1 strategy— trackedAvg Nyra 7.8
AUM tracked
—
Strategies
1
1 PMS
Avg Nyra Score
7.8
Best 3Y CAGR
22%
Equitree - Emerging Opportunities
Fund managers
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 22% CAGR on Equitree - Emerging Opportunities, net of fees. Every strategy here is graded on the same comparative basis (including 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)