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EQUITREE CAPITAL
PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falterApril 2025 PMS performance: In April 2025, 15 PMS funds across multi-cap, smallcap, and thematic categories delivered gains, led by Trivant...
ETMarkets PMS Talk: How this fund manager turned Rs 1 cr into Rs 1.5 cr in 2024 by adopting “private equity approach”By staying true to our philosophy of identifying and investing early in under-researched companies with significant potential, we have cons...
PMS Tracker: Top 10 funds delivered over 48% returns in CY24PMS Funds: Top PMS funds delivered stellar returns in CY2024, with Stallion Asset's Core Fund leading at 69.7%. Thematic strategies in IT, ...
PMS Tracker: Top 7 funds gave at least 5% return in DecemberSeven smallcap and multicap PMS funds delivered over 5% returns in December 2024, led by Equitree Capital’s Emerging Opportunities fund wit...
Impact of new capital gains taxes on PMS investments of UHNI investorsShort-term momentum-based PMS strategies were already disadvantaged due to their frequent churn, and the recent tax changes have only exace...
80% of SMID schemes outperform Nifty in June; PMS fund managers strike note of cautionSmall & midcap funds outperformed Nifty50 in June 2024, with PMS managers advising caution due to stretched valuations. Top performers achi...
3 PMS funds doubled HNI investor wealth in FY24, stars missing in top 10 list3 PMS funds doubled HNI wealth in FY24. Invasset's Growth Pro Max leads with 128% return. Green Lantern Capital, Asit C Mehta's ACE Multica...
Profit churners! 6 smallcap PMS funds give over 50% returns in 1 year; where did you bet your bucks?Equitree Capital’s smallcap fund ‘Emerging Opportunities’ was second in the list, giving nearly 80% returns to investors.
PMS Tracker: Largecap funds outperform smallcaps in December as Nifty rallies 8%Saurabh Mukherjea-run Marcellus Investment’s “Consistent Compounders” is another largecap strategy that gave positive returns last month, b...
Upcoming Elections: A short-term rollercoaster ride with a neutral long-term outlookElections have been a topic of intense discussion, with investors, traders, retail players, and institutions alike weighing in on the poten...
PMS Tracker: Multi-cap, smallcap funds outshine in October with up to 9% returnEquitree Capital Advisor's smallcap Emerging Opportunities fund came second on the list with 6% return last month.
These 15 high-risk PMS equity strategies gave investors upto 73% returns in 1 yearAt least 15 such high-risk PMS strategies have given returns in the range of 40-73% on a 1-year basis, showed data by investment analytics ...
ETMarkets Fund Manager Talk: This fund manager finds intriguing investment options in chemical, pharma sectors; here’s why"In our portfolio at Equitree, we've witnessed a median year-on-year growth of 41% in PAT for Q1. We are largely focused on manufacturing a...
PMS Tracker: These 15 funds reward HNI investors with double-digit returns in AprilAt least 15 PMS funds delivered returns of at least 10% in April. Among them, Green Portfolio's Super 30 Dynamic Fund was the top performer...
ETMarkets Fund Manager Talk: MF cash holdings to find its way into equities once volatility stabilises: Equitree CapitalEquity funds are expected to deploy cash holdings worth INR 63,000 crore ($8.4bn) into the Indian equity market as they await stability ami...
ETMarkets Fund Manager Talk: This Marwari money manager like these 5 sectors; explains why he is sitting on 8% cash"Staggered investing and booking profits in overvalued stocks has been the cornerstone of our investing in the past one year. We generally ...
Value stocks vs growth stocks: Which theme to bet on?Arun Malhotra of CapGrow Capital Advisors says valuations have become reasonable as both time and price correction has happened. Stocks lik...
Smallcaps helping rich investors survive a harsh market, shows PMS dataDalal Street veteran Basant Maheshwari's multi-cap equity fund was the top loser in the PMS pack, down 13.6 per cent. Funds from Turtle Wea...
PMS minnows continue their outperformance over the likes of Mukherjea, Samir AroraSaurabh Mukherjea-founded Marcellus’ Little Champs strategy returned 3.44 per cent during the month. Sunil Singhania’s Abakkus Emerging Opp...
Nifty rallied 7.70% in March, but PMSes beat it with large marginsHopes of PM Modi coming back to power and sustained FIIs inflows supported the stock market.