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Long Horizon Fund

Equirus Wealth Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
20 October 2016
Min. Investment
₹50,00,000
AUM (Cr.)
₹343.48
SIP Available
No
STP Available
Yes

Investment Strategy

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

Investment 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

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.03% -0.24% -2.79%
3 MONTHS 2.48% 5.02% -2.54%
6 MONTHS -2.79% 1.63% -4.42%
1 YEAR -7.34% 7.63% -14.97%
2 YEAR 5.02% 11.65% -6.63%
3 YEAR 16.58% 16.41% 0.17%
5 YEAR 17.30% 16.82% 0.48%
SINCE INCEPTION 19.94% 14.68% 5.26%

Calendar Year Performance

Year Return
CY 2025 -7.34%
CY 2024 19.02%
CY 2023 43.65%
CY 2022 -13.40%
CY 2021 61.82%
CY 2020 61.55%
CY 2019 8.37%
CY 2018 -14.35%
CY 2017 64.31%
CY 2016 -2.55%

Financial Year Performance

Year Return
FY 26_YTD 13.55%
FY 25 0.59%
FY 24 54.93%
FY 23 -14.37%
FY 22 39.91%
FY 21 144.21%
FY 20 -26.79%
FY 19 -3.24%
FY 18 36.76%
FY 17 6.87%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ashutosh Tiwari

Head of AMC and CIO - Public Markets

Mr. Ashutosh Tiwari is the head of AMC and Chief Investment Officer (CIO) - Public Markets. He is the fund manager forEquirusLong Horizon Fund andEquirusFlexi Cap Fund. He has over 20 years of professional experience, including 16.5 years in the securities market. He served as Managing Director & Head of Institutional Equities atEquirusSecurities Private Limited, where he also held leadership roles as Head of Equities for 4 years and Head of Research for 6 years. Earlier in his career, he worked as a Research Analyst covering the Auto and Metals sectors and was ranked No. 1 for Earnings Estimates in the Automobile sector by the Thomson StarMine Analyst Awards in 2015. Known for his contrarian investment approach, He began his securities market journey with KR Choksey Shares and Securities after working as a Mining Engineer at Hindustan Zinc (Vedanta Resources Plc).He is MBA qualified in Finance and has completed his graduation (B.Tech) in Mining Engineering from the Indian Institute of Technology (BHU), Varanasi.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
16
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
72125
portfolio age
9 Yrs, 2 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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