Smallcap PMS strategies

Smallcap PMS strategies buy companies below the top 250. This is where dispersion between managers is widest: liquidity is thin, position sizing matters more than the idea, and a strong 1-year number tells you very little on its own. Read the 3-year and 5-year windows first.

All 3 smallcap strategies, largest first

• Aequitas India Opportunities ProductAequitas Investment Consultancy Private Limited₹2,637 CrAUM34.9%3Y
• SageOne Small CapSageone Investment Managers Llp₹1,221 CrAUM13.1%3Y
• Aurum Small Cap OpportunitiesNine Rivers Capital Holdings Private Limited₹706 CrAUM12.5%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.