Equentis Wealth Advisory Services Limited
Equity · 3 investment approaches
Total AUM
₹96 Cr
Years Active
1.1
AUM Change (3M)
+19.9%
AUM Change (1Y)
—
Min Investment
₹60L
Schemes
3
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
EQUENTIS CONCENTRATED PORTFOLIO | Equity | ₹18 Cr | -2.98% | — | — | +1.64% | — |
EQUENTIS MULTI CAP PORTFOLIO | Equity | ₹71 Cr | -2.71% | — | — | -1.23% | — |
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO | Equity | ₹8 Cr | -4.18% | — | — | -3.35% | — |