EQUENTIS MULTI CAP PORTFOLIO
EQUENTIS MULTI CAP PORTFOLIO is a Equity Portfolio Management Service launched by Equentis Wealth Advisory Services Limited on February 2025. Managed by PARVATI RAI, the fund holds ₹85 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹6000000 lakh. Trailing returns: -1.65% (1Y), 0.11% since inception. Performance data as of July 2026.
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EQUENTIS MULTI CAP PORTFOLIO
Equentis Wealth Advisory Services Limited
84.71 CR AUM
EQUENTIS MULTI CAP PORTFOLIO
Equentis Wealth Advisory Services Limited
84.71 CR AUM
Nifty 50 TRI
Benchmark
1yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
parvati rai
Fund Manager
EQUITYStrategies
Mrs. Parvati Rai, Principal Officer & Fund Manager, as Vice President of Research at Equentis Wealth Advisory Services Limited has 18+ years of experience in financial research, investment research, and strategy consulting. Her expertise includes equity research, valuations, portfolio creation, and client engagement. She previously worked with KR Choksey, Roc Search, The Smart Cube, UTI Securities, BOE Research, and Anand Rathi Securities. She is responsible for project management, client engagement, and developing expansion strategies.
What is this fund's investment objective?
The objective of the Strategy is to invest in equity and equity related instruments to generate capital appreciation over long term. The Strategy will invest across all sectors and market capitalization stocks by adopting a sector and a market cap agnostic approach.
How has EQUENTIS MULTI CAP PORTFOLIO performed?
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1M IA return
3.19%
1M benchmark return
1.67%
Alpha
1.52%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
3.19%
1M benchmark return
1.67%
Alpha
1.52%
1M Wealth multiple
1.03x
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