Equirus Wealth PMS strategies

Equirus Wealth runs 3 portfolio management strategies listed with APMI, managing โ‚น622 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

3 PMS strategies by Equirus Wealth, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Equirus Long Horizon FundEquityMr. Ashutosh Tiwariโ‚น403 Cr+13.03%+3.83 ptsโ€”โ‚น50 LakhsSep 2026
Equirus Flexi Cap FundEquityMr. Ashutosh Tiwariโ‚น152 Crโ€”โ€”up to 2.50% fixed, or a variable plan (see strategy)โ‚น50 LakhsSep 2026
Equirus Core EquityEquityโ€”โ‚น66.69 Cr+11.03%โ€”โ€”โ‚น50 Lakhsโ€”

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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