Equirus Wealth Private Limited • Equity
Equirus Long Horizon Fund is an equity portfolio management service (PMS) strategy run by Equirus Wealth Private Limited, launched on 20 Oct 2016. As of 30 Sep 2026, it manages ₹403 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +25.58% over 1 year, +13.03% over 3 years and +10.28% over 5 years (+20.78% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.83 percentage points ahead of its benchmark. Its 3-year return ranks 169th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Ashutosh Tiwari.
Ranked nearby on 3-year return: Advisory Services (+13.07%), Consortium Securities Value PMS (+13.03%), Axis Customized Portfolio (+13.01%), The Great India Opportunity (+12.96%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.01% |
| 3 Months | +3.72% |
| 1 Year | +25.58% |
| 3 Years | +13.03% |
| 5 Years | +10.28% |
| Since Inception | +20.78% |
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.
Book an intro callEquirus Long Horizon Fund has a 1-year return of +25.58%, a 3-year return of +13.03%, a 5-year return of +10.28% and +20.78% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Equirus Long Horizon Fund returned +10.28% against +8.91% for the BSE 500 TRI, 1.37 percentage points ahead. Over 3 years it returned +13.03% against +9.20%; Over 1 year it returned +25.58% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Equirus Long Horizon Fund's 3-year return of +13.03% ranks 169th as of 30 Sep 2026.
Equirus Long Horizon Fund is managed by Mr. Ashutosh Tiwari at Equirus Wealth. The strategy manages ₹403 Cr of client assets as of 30 Sep 2026.
Equirus Long Horizon Fund manages ₹403 Cr of client assets as of 30 Sep 2026.
The minimum investment for Equirus Long Horizon Fund is ₹50 Lakhs.
Equirus Long Horizon Fund was launched on 20 Oct 2016. It has a 9-year track record.
Description
All Equirus Wealth PMS strategies →Browse all PMS strategies in India →