Equirus Core Equity is an equity portfolio management service (PMS) strategy run by Equirus Wealth Private Limited, launched on 27 May 2022. It manages ₹66.69 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -2.43% over 1 year and +11.03% over 3 years (+13.63% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹66.69 Cr
3-year return
+11.03%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹66.69 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
27/05/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.43%
3 Months
+5.12%
1 Year
-2.43%
3 Years
+11.03%
Since Inception
+13.63%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Equirus Core Equity
What are the returns of Equirus Core Equity?
Equirus Core Equity has a 1-year return of -2.43%, a 3-year return of +11.03% and +13.63% since inception. Past performance is not indicative of future results.
What is the AUM of Equirus Core Equity?
Equirus Core Equity manages ₹66.69 Cr of client assets.
What is the minimum investment for Equirus Core Equity?
The minimum investment for Equirus Core Equity is ₹50 Lakhs.
When was Equirus Core Equity launched?
Equirus Core Equity was launched on 27 May 2022. It has a 4-year track record.