Invests in superior businesses with a long-term view, intending to be early in their discovery.
+14.30%
3Y annualised returns
+12.09%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
20 Oct '16
Total AUM
₹320.47Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.7%
Cash1.4%
Equity market cap split
Small Cap94.8%
Mid Cap3.9%
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
AT
Ashutosh Tiwari
Managing Director & CIO - Public Markets & Fund Manager
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About
Ashutosh Tiwari is the Managing Director and Chief Investment Officer (CIO) and manages asset management business. He is the fund manager for Equirus Long Horizon Fund and Equirus Flexi Cap Fund. He has over 20 years of professional experience, including 16.5 years in the securities market. He served as Managing Director & Head of Institutional Equities at Equirus Securities Private Limited, where he also held leadership roles as Head of Equities for 4 years and Head of Research for 6 years. Earlier in his career, he worked as a Research Analyst covering the Auto and Metals sectors and was ranked No. 1 for Earnings Estimates in the Automobile sector by the Thomson StarMine Analyst Awards in 2015. Known for his contrarian investment approach, He began his securities market journey with KR Choksey Shares and Securities after working as a Mining Engineer at Hindustan Zinc (Vedanta Resources Plc). He is MBA qualified in Finance and has completed his graduation (B.Tech) in Mining Engineering from the Indian Institute of Technology (BHU), Varanasi. He can be reached at [email protected]
SS
Sahil Shah
Fund Manager
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About
17 years of experience as an analyst and fund manager of Mutual fund and PMS. Previously worked with Edelweiss Small Cap Fund (AUM 3300cr) as a Fund Manager. He was also co-fund manager for Midcap and Multicap funds at Edelweiss overseeing overall AUM of INR 10000cr. He has been awarded 4 star rating by Morningstar.Has managed to get 4 star ranking on 3 year basis for Edelweiss PMS.Has a proven track record in delivering strong fund performance and a deep understanding of the small and mid-cap markets.He is a CFA (2006 Batch) and has completed his Graduation (B.Com) from Gujarat University (HLIC).
Experience
17 years of experience as an analyst and fund manager for Mutual Funds and PMS.
Investment philosophy
Specializes in the small and mid-cap markets.
Previously worked at
Edelweiss
Awards
Awarded a 4-star Morningstar rating for a small-cap fund and a 4-star ranking for a PMS on a 3-year basis. He is a CFA charterholder.