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Equity Scheme I - Aequitas Investment Consultancy Pvt Ltd

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Equity Scheme I - Aequitas Investment Consultancy Pvt Ltd

Benchmark

NIFTY 50

Inception Date

Mar 2019

Min. Investment

30000000

AUM (Cr.)

124319

Investment Performance

Investment Details

Risk averse, Cost efficient, Risk efficient, Tax efficient, Simple, Transparent and Easy to manage.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks18
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age5 Yrs, 11 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception25.98%11.85%
1 Month-1.07%-5.89%
1 Year-3.74%0.65%
2 Year35.43%13.07%
3 Months-2.71%-8.31%
3 Year32.80%9.62%
5 Year39.28%14.58%
6 Months-9.69%-12.33%
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