Equirus Core Equity

EQUITY MULTI CAP

Aims to generate capital appreciation predominantly through investments in equities with a long-term perspective.

+11.03%

3Y annualised returns

+16.21%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

27 May '22

Total AUM

₹66.69Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Cash54.9%

Equity45.1%

Equity market cap split

Large Cap16.0%

Small Cap10.2%

Mid Cap9.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

PMS house

Equirus Wealth Pvt Ltd

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