Equitree EmergingOpportunities PMSEquitree EmergingOpportunities PMS
Finding hidden gems among India’s emerging businesses, and staying with them as they grow.Finding hidden gems among India’s emerging businesses.
Key facts
5Y TWRR
21.65%
Net of fees · Sep 2026
7Y TWRR
26.14%
Net of fees · Sep 2026
Firm AUM
₹1,675 Cr
30 Sep 2026
Minimum
₹1 Cr
Per investor
Structure
Scheme
Equitree Emerging Opportunities II
Structure
SEBI-registered Portfolio Management Service
Manager
Equitree Capital Advisors Pvt Ltd
SEBI Registration
INP000005777
Strategy
Approach
Long-only, buy and hold
Focus
Indian small and micro-cap equities
Portfolio
12 to 15 companies
Target market cap
₹1,000 to 5,000 Cr at entry
Holding period
5 to 7 years, low turnover
Investing with us
Eligibility
Indian residents, HUFs, companies and LLPs. NRIs invest through our GIFT City fund
Onboarding
Fully digital KYC · 3 to 5 business days
Direct onboarding
Investors may invest directly, without a distributor.
Holding structure
Segregated · stocks held in investor demat
Liquidity
No lock-in · no exit load
Portfolio today
Snapshot as of 30 September 2026
Median mkt cap
₹2,684 Cr
FY27E P/E
15x
FY27E EPS growth
20 – 22%
FY27E PEG
0.7
10-year P/E
16.4x
Debt-to-Equity
0.23
SECTOR ALLOCATION
| Sector | Weight (%) |
|---|---|
Infrastructure | 21.97% |
Engineering Products | 13.15% |
Chemicals and Materials | 11.80% |
Cash and Cash Equivalents | 10.81% |
Auto Ancillaries | 10.35% |
Apparel | 9.03% |
Consumer Durables | 7.58% |
Agriculture | 7.22% |
Oil & Gas | 5.93% |
Others | 2.16% |
Cash includes liquid mutual fund equivalents.
Track record
Equitree PMS vs Benchmarks
NAV growth
8.5×
Equitree PMS
Nifty SC 100
BSE 500
NET OF FEES · TWRR · AS OF 30 SEP 2026
Emerging Opportunities I. TWRR, net of fees, as of 30 September 2026. Not verified by SEBI. Past performance is not indicative of future returns.
PERIOD RETURNS (%)
AS OF 30 SEPTEMBER 2026
RISK METRICS
| Metric | Equitree | BSE 500 |
|---|---|---|
| Sharpe Ratio | 1.39 | 1.27 |
| Jensen's Alpha | 14% | – |
| Standard Deviation | 26.49% | 15.75% |
| CAPM Beta | 1.14 | 1.00 |
| Treynor Ratio | 32.29 | 20.03 |
| Semi Deviation | 5.17% | 3.16% |
| Series | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 7Y |
|---|---|---|---|---|---|---|---|---|
| Equitree PMS | +1.19% | -1.45% | +32.11% | -2.43% | -0.91% | +18.93% | +21.65% | +26.14% |
| BSE 500 TRI | -5.57% | -3.59% | +8.07% | -2.33% | -3.93% | +9.20% | +8.91% | +14.69% |
| Nifty SC 100 | -3.44% | +2.03% | +26.58% | +9.58% | +0.17% | +14.71% | +12.06% | +19.51% |
| Outperf. vs BSE 500 | +6.76% | +2.14% | +24.04% | -0.10% | +3.02% | +9.73% | +12.74% | +11.45% |
Time, not timing
Built to be held for five years or more.
Volatility is not the risk
We work to avoid permanent loss of capital, not price swings.
Holdings over time
A selection of past and current holdings, from entry to exit or to today.
Timeline
Still held
2013
2016
2019
2022
2025
SELECTED · SPECIALTY CHEMICALS
Aarti Industries
Exited
Share price · ₹
Nov 2012 → Sep '26
Entry
Nov 2012
Exit
Apr 2017
NSE / BSE monthly closes via Yahoo Finance (split-adjusted), rescaled to our realised entry and exit.
Entry is the first purchase in Equitree's portfolios, as of 30 Sep 2026. Not a recommendation to buy or sell any security.
Important information
This material is issued by Equitree Capital Advisors Private Limited ("ECAPL"), a SEBI-registered Portfolio Manager (INP000005777), for informational purposes only and does not constitute an offer or solicitation to invest. Investments will be made only on the basis of the Disclosure Document and PMS Agreement.
The Emerging Opportunities strategy is a discretionary PMS. Investments in equity, especially small and micro-cap companies, involve risks including volatility, limited liquidity, and potential loss of capital. Past performance is not indicative of future returns.
Performance, where shown, is based on Time-Weighted Rate of Return (TWRR), net of fees and expenses; returns above one year are annualised. Performance data has not been verified by SEBI. Benchmarks are for reference only and the portfolio is not managed against any benchmark.
Investors should conduct independent due diligence and consult their legal, tax, and financial advisors before investing. ECAPL does not guarantee accuracy or completeness and assumes no obligation to update this information.
Equitree Capital Advisors Private Limited