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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 13*
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Portfolio age8 years, 10 months
-3.77%
-2.71%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 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 31/07/2025)
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 AUM431.42
  • Highest Return In 1 Yr-4.54%
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
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Equirus - Long Horizon Fund
AUM (₹ Cr)
₹431.42 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
25 Out of 26
Fixed Fee
2.50%
Scheme Return
-3.77%
Benchmark Return
-2.71%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
431.42
(As on Jul, 2025)
Inception Date
Oct 20, 2016
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Objective is to take concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations to generate significant outperformance with respect to benchmark

Investment Approach

Invest in superior businesses with a view a long-term view of 3-5 years. We intent to be early in the business discovery, thus providing maximum earnings growth with limited churn

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bt_logoPEER ANALYSIS

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Compare
Equirus - Long Horizon Fund
AUM (₹ Cr)
₹431.42 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
25 Out of 26
Fixed Fee
2.50%
Scheme Return
-3.77%
Benchmark Return
-2.71%
Micro Marvels Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 26
Fixed Fee
2.50%
Scheme Return
4.27%
Benchmark Return
-2.71%
Qode Future Horizons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 26
Fixed Fee
No Option
Scheme Return
2.91%
Benchmark Return
-2.71%
ithought - VRDDHI
AUM (₹ Cr)
₹430.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 26
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
-2.71%
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹3,453.21 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 26
Fixed Fee
No Option
Scheme Return
1.95%
Benchmark Return
-2.77%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 26
Fixed Fee
2.00%
Scheme Return
1.77%
Benchmark Return
-2.71%
*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 514.17 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

514.17 (As on Jul, 2025)

Number of Schemes

2
Schemes From This AMC
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Compare
Equirus - Core Equity
AUM (₹ Cr)
₹82.75 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
58 Out of 250
Fixed Fee
2.50%
Scheme Return
-0.53%
Benchmark Return
-2.71%
Equirus - Long Horizon Fund
AUM (₹ Cr)
₹431.42 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
25 Out of 26
Fixed Fee
2.50%
Scheme Return
-3.77%
Benchmark Return
-2.71%
*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.

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