Equentis Wealth Advisory Services Limited

Equity · 3 investment approaches

Total AUM

₹95 Cr

Years Active

1.2

AUM Change (3M)

+0.2%

AUM Change (1Y)

+1962.8%

Min Investment

₹60L

Schemes

3

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
EQUENTIS CONCENTRATED PORTFOLIO	Equity	₹19 Cr	-9.77%	-4.17%	-	-6.75%	-0.23
EQUENTIS MULTI CAP PORTFOLIO	Equity	₹70 Cr	-10.33%	-4.92%	-	-9.69%	-0.44
EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO	Equity	₹7 Cr	-10.82%	-7.48%	-	-11.04%	-0.54

EQUENTIS CONCENTRATED PORTFOLIO

EQUENTIS MULTI CAP PORTFOLIO

EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO