- Manager
- Equentis Wealth Advisory Services
- Service
- Discretionary
- Asset class
- Equity
Equentis Special Opportunities Portfolio
+3.40%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Equentis Wealth Advisory Services’ Equentis Special Opportunities Portfolio returned 3.40% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹6.47 crore across its clients.
Key numbers
- AUM
- ₹6.47 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 1.86×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −3.50% | −6.03% | +2.53% |
| 3 months | +1.82% | −4.91% | +6.73% |
| 6 months | +18.21% | +2.13% | +16.08% |
| 1 year | +3.40% | −7.09% | +10.49% |
| Since inception | +1.95% | −1.02% | +2.97% |
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 equity99.38%₹6.43 Cr
- Cash and other0.46%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- −₹0.03 Cr
- Net, FY to date
- −₹1.19 Cr
- Turnover, month
- 0.18×
- Turnover, past year
- 1.86×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equentis Special Opportunities Portfolio returned?
3.40% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.50%; 3 months: 1.82%; 6 months: 18.21%; 1 year: 3.40%; Since inception: 1.95%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 10.49 percentage points ahead.
How much does Equentis Special Opportunities Portfolio manage?
₹6.47 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 Special Opportunities 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app