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Equirus - Long Horizon Fund
Equirus - Long Horizon Fund

Equirus - Long Horizon Fund

  • Equirus Wealth Pvt Ltd
  • SMALL CAP
  • 10
    Out of 13*
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Portfolio age8 years, 9 months
4.23%
3.68%
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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Sahil Shah
  • Manager Rank10 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM456.94
  • Highest Return In 1 Yr1.91%
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)

Other Schemes
AUM (₹ Cr)
₹456.94 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
9 Out of 25
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹456.94 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
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 541.87 crores. Its current offering of PMS schemes includes 1 Small Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

541.87 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹456.94 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
9 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
₹84.93 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
128 Out of 250
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.