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Equirus - Core Equity
Equirus - Core Equity

Equirus - Core Equity

  • Equirus Wealth Pvt Ltd
  • Multi Cap AND Flexi Cap
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Portfolio age3 years, 7 months
2.43%
4.27%
Hurdle Rate**10%
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 31/10/2025)
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

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
66.69
(As on Oct, 2025)
Inception Date
May 27, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not 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%
Profit Sharing
20% Profit share above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective is to generate capital appreciation predominantly through investments in equities with a long term perspective

Investment Approach

Invest with a long term view in companies which fit the investment philosophy of "Profitable Growth and Longevity at a Reasonable Price"

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bt_logoPEER ANALYSIS

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Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 258
Fixed Fee
1.00%
Scheme Return
2.84%
Benchmark Return
1.92%
*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
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Flexi Cap Fund
AUM (₹ Cr)
₹73.22 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
111 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.78%
Benchmark Return
0.96%
Equirus - Long Horizon Fund
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%
Scheme Return
-3.03%
Benchmark Return
0.96%
*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 - Core Equity?
The hurdle rate of Equirus - Core Equity is 10%.
What is the fixed fee charged in Equirus - Core Equity ?
The fixed fee charged in Equirus - Core Equity is 2.50%.
What is the variable fee charged in Equirus - Core Equity ?
The variable fee charged in Equirus - Core Equity is 1.00%.
What is the profit sharing in Equirus - Core Equity ?
The profit sharing in Equirus - Core Equity is 20% Profit share above 10% Hurdle.
What is the minimum investment in Equirus - Core Equity ?
The minimum investment in Equirus - Core Equity is ₹50 Lacs
What type of scheme is Equirus - Core Equity?
Equirus - Core Equity is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Equirus - Core Equity?
The inception date of Equirus - Core Equity is May 27, 2022.
What is the exit load of Equirus - Core Equity?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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