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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

Gaurav Arora
  • Manager Rank Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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.

Other Schemes
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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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Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*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 454.44 crores. Its current offering of PMS schemes includes 1 Small Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

454.44 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
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Equirus - Long Horizon Fund
AUM (₹ Cr)
₹387.49 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
2 Out of 28
Fixed Fee
2.50%
Scheme Return
2.16%
Benchmark Return
0.96%
Flexi Cap Fund
AUM (₹ Cr)
₹66.94 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
30 Out of 259
Fixed Fee
2.50%
Scheme Return
1.98%
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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