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Equirus - Long Horizon Fund
Equirus - Long Horizon Fund

Equirus - Long Horizon Fund

  • Equirus Wealth Pvt Ltd
  • Small Cap
  • 11
    Out of 12*
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PMS Bazaar
Portfolio age9 years, 3 months
-3.03%
-0.24%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Ashutosh Tiwari
  • Manager Rank7 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM416.70000000000005
  • Highest Return In 1 Yr-7.34%
Profile

Mr. Ashutosh Tiwari is the head of AMC and Chief Investment Officer (CIO) - Public Markets. He is the fund manager for Equirus Long Horizon Fund and Equirus Flexi Cap Fund. He has over 20 years of professional experience, including 16.5 years in the securities market. He served as Managing Director & Head of Institutional Equities at Equirus Securities Private Limited, where he also held leadership roles as Head of Equities for 4 years and Head of Research for 6 years. Earlier in his career, he worked as a Research Analyst covering the Auto and Metals sectors and was ranked No. 1 for Earnings Estimates in the Automobile sector by the Thomson StarMine Analyst Awards in 2015. Known for his contrarian investment approach, He began his securities market journey with KR Choksey Shares and Securities after working as a Mining Engineer at Hindustan Zinc (Vedanta Resources Plc).He is MBA qualified in Finance and has completed his graduation (B.Tech) in Mining Engineering from the Indian Institute of Technology (BHU), Varanasi.

Other Schemes
AUM (₹ Cr)
₹73.22 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
₹343.48 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
21 Out of 28
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹343.48 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
21 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
₹4,264.64 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
AUM (₹ Cr)
₹1,071.70 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
₹45.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Equirus Wealth Pvt Ltd
Equirus Wealth Pvt Ltd manages assets worth Rs 416.70 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

416.70 (As on Dec, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹73.22 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
₹343.48 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
21 Out of 28
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Equirus - Long Horizon Fund?
The hurdle rate of Equirus - Long Horizon Fund is 10.00%.
What is the fixed fee charged in Equirus - Long Horizon Fund ?
The fixed fee charged in Equirus - Long Horizon Fund is 2.50%.
What is the variable fee charged in Equirus - Long Horizon Fund ?
The variable fee charged in Equirus - Long Horizon Fund is 1.00%.
What is the profit sharing in Equirus - Long Horizon Fund ?
The profit sharing in Equirus - Long Horizon Fund is 20% Profit sharing above 10% Hurdle.
What is the minimum investment in Equirus - Long Horizon Fund ?
The minimum investment in Equirus - Long Horizon Fund is ₹50 Lacs
What type of scheme is Equirus - Long Horizon Fund?
Equirus - Long Horizon Fund is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Equirus - Long Horizon Fund?
The inception date of Equirus - Long Horizon Fund is Oct 20, 2016.
What is the exit load of Equirus - Long Horizon Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.