IA Insight Report
IA Insight REPORT

EQUENTIS CONCENTRATED PORTFOLIO

Investment Approach Details

₹20.41

(AUM CR)
   

Equentis Wealth Advisory Services Limited

Nifty 50 TRI

Equity

Equity

10/02/2025

1.1 Years

6000000

NA

NA

NA

   

The objective of the Strategy is to invest in equity and equity related instruments to generate capital appreciation over 5-10 yearsâ?? time frame. The Strategy will invest across all sectors and market capitalization stocks by adopting a sector and a market cap agnostic approach.

Fund Manager Details

PARVATI RAI

NA

pmspo@equentis.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2026

0.12

2.10