Equentis Wealth Advisory Services Limited

Equity · 3 investment approaches

Total AUM

₹125 Cr

Years Active

1.6

AUM Change (3M)

+12.3%

AUM Change (1Y)

+148.7%

Min Investment

₹60L

Schemes

3

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO	Equity	₹7 Cr	+4.09%	+8.51%	-	+4.39%	0.35
EQUENTIS MULTI CAP PORTFOLIO	Equity	₹93 Cr	+1.89%	+7.74%	-	+3.50%	0.40
EQUENTIS CONCENTRATED PORTFOLIO	Equity	₹25 Cr	+2.11%	+4.40%	-	+5.71%	0.50

EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO

EQUENTIS MULTI CAP PORTFOLIO

EQUENTIS CONCENTRATED PORTFOLIO