- Manager
- Equirus Wealth
- Service
- Discretionary
- Asset class
- Equity
Equirus Long Horizon Fund
+25.58%
1-year return
Benchmark BSE500TRINDEX −2.33% · to 30 Sep 2026
Equirus Wealth’s Equirus Long Horizon Fund returned 25.58% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRINDEX. It managed ₹403 crore across its clients.
Key numbers
- AUM
- ₹403 Cr
- Benchmark
- BSE500TRINDEX
- Turnover, past year
- 1.12×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRINDEX | Difference |
|---|---|---|---|
| 1 month | −2.01% | −5.57% | +3.56% |
| 3 months | +3.72% | −3.59% | +7.31% |
| 6 months | +46.68% | +8.07% | +38.61% |
| 1 year | +25.58% | −2.33% | +27.91% |
| 2 years | +3.66% | −3.93% | +7.59% |
| 3 years | +13.03% | +9.20% | +3.83% |
| 4 years | +17.03% | +11.22% | +5.81% |
| 5 years | +10.28% | +8.91% | +1.37% |
| Since inception | +20.78% | +12.69% | +8.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.34%₹396 Cr
- Cash and other1.01%₹4.08 Cr
- Mutual funds0.64%₹2.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.09 Cr
- Outflow, Sep 2026
- ₹1.42 Cr
- Net, Sep 2026
- ₹8.68 Cr
- Net, FY to date
- ₹15.95 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 1.12×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equirus Long Horizon Fund returned?
25.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.01%; 3 months: 3.72%; 6 months: 46.68%; 1 year: 25.58%; 2 years: 3.66%; 3 years: 13.03%; 4 years: 17.03%; 5 years: 10.28%; Since inception: 20.78%.
How has it done against its benchmark?
Its benchmark, the BSE500TRINDEX, returned −2.33% over the year, so the strategy was 27.91 percentage points ahead.
How much does Equirus Long Horizon Fund manage?
₹403 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Equirus Long Horizon Fund?
Equirus Wealth, a SEBI-registered portfolio manager (INP000007076), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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