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Equirus Wealth Pvt Ltd
Equirus Wealth Pvt Ltd

Equirus Wealth Pvt Ltd

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AUM ₹ 480.46 Cr (As on Feb, 2025)
No. of schemes 2
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About Equirus Wealth Pvt Ltd

Equirus Wealth Pvt Ltd manages assets worth Rs 480.46 crores. Its current offering of PMS schemes includes 1 Multi Cap and 1 Small Cap schemes.

Portfolio MANAGERS

Gaurav Arora
Gaurav Arora
  • Schemes managed 1
  • Total AUM ₹84.89 Cr
  • Highest return in 1 year -5.25 %
Profile

He has over 9 years of experience in the equity markets with excellent track record in investing. In his prior role at Avendus Wealth Management, he was instrumental in generating market-beating returns for clients. He has also worked at Kotak Institutional Equities in the past. He is an MBA from IIM Calcutta and holds a degree in BE (Hons) Mechanical Engineering from BITS-Pilani.

Viraj Mehta
Viraj Mehta
  • Schemes managed 1
  • Total AUM ₹395.58 Cr
  • Highest return in 1 year -10.08 %
Profile

Viraj Mehta has over 11 years of experience in the field of investing with an excellent and proven track record. The Equirus Long Horizon fund (ELHF) is one of the best performing funds since its launch in October 2016. Viraj was selected by Wall Street Journal (WSJ) as part of “Asia’s Master Stock Picker” series for India. He had been part of the award winning fund management team at Franklin Templeton Investments managing an AUM of ~US$ 6bn. Viraj had also been the lead analyst for managing the small companies fund at Franklin Templeton Investments. He is a MBA from MDI, Gurgaon & Chemical Engineer from Nirma Institute of Technology, Ahmedabad

Sahil Shah
Sahil Shah
  • Schemes managed 1
  • Total AUM ₹395.58 Cr
  • Highest return in 1 year -10.08 %
Profile

17 years of experience as an analyst and fund manager of Mutual fund and PMS.Previously worked with Edelweiss Small Cap Fund (AUM 3300cr) as a Fund Manager. He was also co-fund manager for Midcap and Multicap funds at Edelweiss overseeing overall AUM of INR 10000cr. He has been awarded 4 star rating by Morningstar. Has managed to get 4 star ranking on 3 year basis for Edelweiss PMS.Has a proven track record in delivering strong fund performance and a deep understanding of the small and mid-cap markets.He is a CFA (2006 Batch) and has completed his Graduation (B.Com) from Gujarat University (HLIC)

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Equirus - Core Equity
AUM (₹ Cr)
84.89
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
83 Out of 171
Fixed Fee
2.50%
Equirus - Long Horizon Fund
AUM (₹ Cr)
395.58
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
8 Out of 24
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Equirus - Core Equity
83Out of 2
-8.97%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
84.89
10%
2.50%
Equirus - Long Horizon Fund
8Out of 2
-12.09%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
395.58
10.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Equirus Wealth Pvt Ltd ?
The total AUM managed by Equirus Wealth Pvt Ltd is ₹480.46 crores
What is the total number of schemes managed by Equirus Wealth Pvt Ltd ?
The total number of schemes managed by Equirus Wealth Pvt Ltd is 2
What is the best performing PMS scheme of Equirus Wealth Pvt Ltd in 1 year ?
The best performing PMS scheme of Equirus Wealth Pvt Ltd in 1 year is Equirus - Core Equity.
What is the best performing PMS scheme of Equirus Wealth Pvt Ltd in 3 years?
The best performing PMS scheme of Equirus Wealth Pvt Ltd in 3 years is Equirus - Long Horizon Fund
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