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Equity Intelligence EQ Power PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Equity Intelligence EQ Power PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Multi Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 23.6%, outperforming many peers. Its performance is benchmarked against the Nifty 50, ensuring broad market comparison.

Equity Intelligence EQ Power PMS Strategy or Investment Approach - PMS Details

Strategy Name

EQ Power

Start Date

01 April 2014

Category

Multi Cap

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Porinju Veliyath

1 Yr. Return

23.60%

3 Yr. Return

11.50%

5 Yr. Return

18.30%

Equity Intelligence EQ Power Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

34.15%

Top 5 Sectors%

62.40%

Portfolio Age

11 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Equity Intelligence EQ Power PMS Strategy - Cost or Charges

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Equity Intelligence EQ Power PMS Investment Approach - Portfolio Composition

Large Cap

40.35%

Mid Cap

27.56%

Small Cap

28.72%

Cash & Equivalent

3.37%

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Equity Intelligence EQ Power Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

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