- Manager
- Equentis Wealth Advisory Services
- Service
- Discretionary
- Asset class
- Equity
Equentis Concentrated Portfolio
−0.77%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Equentis Wealth Advisory Services’ Equentis Concentrated Portfolio returned −0.77% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹23.80 crore across its clients.
Key numbers
- AUM
- ₹23.80 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 1.34×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −5.29% | −6.03% | +0.74% |
| 3 months | −0.37% | −4.91% | +4.54% |
| 6 months | +11.79% | +2.13% | +9.66% |
| 1 year | −0.77% | −7.09% | +6.32% |
| Since inception | +1.97% | −1.26% | +3.23% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity78.95%₹18.79 Cr
- Mutual funds18.53%₹4.41 Cr
- Cash and other2.48%₹0.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.30 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.30 Cr
- Net, FY to date
- ₹2.37 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 1.34×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equentis Concentrated Portfolio returned?
−0.77% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.29%; 3 months: −0.37%; 6 months: 11.79%; 1 year: −0.77%; Since inception: 1.97%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 6.32 percentage points ahead.
How much does Equentis Concentrated Portfolio manage?
₹23.80 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Equentis Concentrated Portfolio?
Equentis Wealth Advisory Services, a SEBI-registered portfolio manager (INP000008969), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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