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Aequitas Investments has seen significant growth in its assets under management (AUM) over the years. A crore invested in 2013 has now grown to 25 crores, with a compounded annual growth rate (CAGR) of 35% over the last 11 years. The PMS portfolio has also delivered impressive returns, with more than 90% growth in 2023 alone. However, the company is cautious about the current market conditions, as valuations are high and opportunities for finding multi-baggers are limited. The focus for the future will be on fiscal consolidation, infrastructure spending, and sectors like capital goods, metal, and mining. ....
Multibagger investing is about being disciplined and not trying to get rich quickly. Investors need to stay patient and build the patience to swallow multiple drawdowns. It is the multibagger mindset that counts and if you trim your winners, you might not be able to realise the full potential ....
Aequitas Investments, a small and mid-cap investor, is still finding companies in the small and midcap sector with inexpensive valuations and continues to invest in them. While there is froth in the small and mid-cap space, there are still pockets with attractive valuations. Aequitas Investment s small-cap strategy has been the top performer in September, driven by long-term calls in sectors such as infrastructure and manufacturing. Thematic funds focused on India s growth story are expected to do well, but it is important to enter at the right stage ....
Based on the OI percentage, 58 stocks, including Mphasis, Indian Energy Exchange, Persistent Systems, Chambal Fertilizers, and Aarti Industries, saw a short build-up. ....