Strategy performance
EQUIRUS LONG HORIZON FUND
Equirus Wealth Private Limited · AUM ₹403 Cr · as of Sep 2026
Our read
₹100 grew to ₹268.2 since inception (+19.0% CAGR), with a max drawdown of −28.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.0%
Since inception
+19.0%
Max drawdown
−28.2%
Volatility
+23.5%
Peer position
Loading peer ranks…
Performance
EQUIRUS LONG HORIZON FUND₹268.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.7% | +1.3% | −13.5% | +17.7% | +5.0% | +14.5% | +0.3% | +5.5% | −2.0% | +22.5% | |||
| 2025 | −13.2% | −12.1% | +7.5% | +1.0% | +10.3% | +4.2% | −3.8% | −0.8% | −0.6% | +3.5% | +2.2% | −3.0% | −7.3% |
| 2024 | +4.0% | −2.9% | −3.9% | +5.6% | −6.4% | +16.0% | +2.7% | +6.1% | +4.3% | −6.7% | +0.7% | +0.1% | +19.0% |
| 2023 | −2.1% | −3.6% | −4.6% | +6.6% | +13.2% | +6.2% | +13.3% | +1.5% | +1.4% | +1.0% | +4.3% | +1.4% | +43.7% |
| 2022 | −4.1% | −8.6% | +3.9% | −1.4% | −8.1% | −6.2% | +8.3% | +4.7% | +2.2% | −0.4% | +0.4% | −3.4% | −13.4% |
| 2021 | +10.3% | −5.8% | +9.4% | +13.0% | +9.5% | +9.4% | −0.1% | +7.2% | −1.9% | −4.7% | +3.7% | +59.5% |
Metrics
Tearsheet- 1M return
- −2.0%
- 3M return
- +3.7%
- 6M return
- +46.7%
- 1Y return
- +25.6%
- 2Y CAGR
- +3.3%
- 3Y CAGR
- +13.0%
- 5Y CAGR
- +10.3%
- Since-inception CAGR
- +19.0%
- Total return
- +168.2%
- Average month
- +1.7%
- Median month
- +1.3%
- Average up month
- +5.9%
- Best month
- +17.7%
- Best rolling 12M
- +55.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
EQUIRUS LONG HORIZON FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has EQUIRUS LONG HORIZON FUND performed?
- EQUIRUS LONG HORIZON FUND (Equirus Wealth Private Limited) shows CAGR 19.02% and max drawdown -28.23% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is EQUIRUS LONG HORIZON FUND CAGR / max drawdown?
- CAGR is 19.02%; max drawdown is -28.23%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do EQUIRUS LONG HORIZON FUND returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite EQUIRUS LONG HORIZON FUND?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more