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EQUIRUS LONG HORIZON FUND

Equirus Wealth Private Limited

306.99 CR AUM

EQUIRUS LONG HORIZON FUND

EQUIRUS LONG HORIZON FUND

Equirus Wealth Private Limited

306.99 CR AUM

BSE 500 TRI
Benchmark
9yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
9yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

ashutosh tiwari

Fund Manager
EQUITYStrategies

Ashutosh has almost 20 years of experience of which 3 years were in manufacturing and 17 years in Equity Research. As an Analyst, he used to track Metals and Auto sectors and hence understands cycles in different sectors very well. In his career as Analyst, many of his best calls were counter consensus and hence he is a strong believer in Contra calls. As a founding member of Institutional Equities team at Equirus, he has been instrumental in building top notch research team which is well regarded by Investors for their bottom up research approach.

Ashutosh has almost 20 years of experience of which 3 years were in manufacturing and 17 years in Equity Research. As an Analyst, he used to track Metals and Auto sectors and hence understands cycles in different sectors very well. In his career as Analyst, many of his best calls were counter consensus and hence he is a strong believer in Contra calls. As a founding member of Institutional Equities team at Equirus, he has been instrumental in building top notch research team which is well regarded by Investors for their bottom up research approach.
Fund manager

viraj mehta

Fund Manager
EQUITYStrategies

Mr. Viraj Mehta has more than 16 years of experience in Investment & Research. He is the CIO and Partner at Enigma Investment Partners LLP and has completed his PGDBM in Finance from MDI, Gurgaon, and B.E. in Chemical Engineering from Nirma Institute of Technology (Gujarat University), respectively. He was the Managing Director of Equirus Portfolio Management Services, where he was responsible for setting up the PMS (AMC business) and the team from scratch, and was managing capital of ~ Rs. 11bn for clients. Equirus Long Horizon Fund was one off the best performing PMS schemes delivering ~25% CAGR returns for its clients over his tenure. Prior to Equirus, he was associated with Franklin Templeton as lead analyst for managing the small companies fund, which was awarded the best small-cap MF scheme by CRISIL & Business Standard. He has also worked with ValueQuest Capital LLP.

Mr. Viraj Mehta has more than 16 years of experience in Investment & Research. He is the CIO and Partner at Enigma Investment Partners LLP and has completed his PGDBM in Finance from MDI, Gurgaon, and B.E. in Chemical Engineering from Nirma Institute of Technology (Gujarat University), respectively. He was the Managing Director of Equirus Portfolio Management Services, where he was responsible for setting up the PMS (AMC business) and the team from scratch, and was managing capital of ~ Rs. 11bn for clients. Equirus Long Horizon Fund was one off the best performing PMS schemes delivering ~25% CAGR returns for its clients over his tenure. Prior to Equirus, he was associated with Franklin Templeton as lead analyst for managing the small companies fund, which was awarded the best small-cap MF scheme by CRISIL & Business Standard. He has also worked with ValueQuest Capital LLP.
1OF2

Purpose

The investment objective is to generate capital appreciation predominantly through investments in equities - majorly in small cap stocks with a long-term perspective.

Investment Approach v/s Benchmark Metrics

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1M IA return
17.66%
1M benchmark return
10.38%
Alpha
7.28%
1M Wealth multiple
1.18x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
17.66%
1M benchmark return
10.38%
Alpha
7.28%
1M Wealth multiple
1.18x

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