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Equentis Wealth Advisory Services Limited
Equity · 3 investment approaches
Total AUM
₹122 Cr
Years Active
1.7
AUM Change (3M)
+7.0%
AUM Change (1Y)
+84.5%
Min Investment
₹60L
Schemes
3
Scheme
Category
AUM
1M
1Y
3Y
SI
Sharpe
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO
Equity
₹6 Cr
-3.50%
+3.40%
-
+1.95%
0.16
EQUENTIS MULTI CAP PORTFOLIO
Equity
₹92 Cr
-4.71%
+2.66%
-
+0.36%
0.11
EQUENTIS CONCENTRATED PORTFOLIO
Equity
₹24 Cr
-5.29%
-0.77%
-
+1.97%
0.19
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO
Equity
₹6 Cr
1Y
+3.40%
3Y
-
SI
+1.95%
Sharpe
0.16
EQUENTIS MULTI CAP PORTFOLIO
Equity
₹92 Cr
1Y
+2.66%
3Y
-
SI
+0.36%
Sharpe
0.11
EQUENTIS CONCENTRATED PORTFOLIO
Equity
₹24 Cr
1Y
-0.77%
3Y
-
SI
+1.97%
Sharpe
0.19
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