PMS · Equity · Multi Cap
Equirus Core Equity
Fund size₹67 Cr
Alpha (3Y)−2.85%
3Y return11.03%
Fund age3 yrs 5 mo
Growth of₹Cr
Equirus Core Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Equirus Core Equity | — | −2.43% | 8.36% | 11.03% | — | 13.63% |
| Nifty 500 | −8.38% | 5.32% | 19.64% | 16.21% | — | 18.22% |
| Excess over benchmark | — | −7.75% | −11.28% | −5.18% | — | −4.59% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Oct 2025.
Risk : What you take on to earn the return
Volatility
12.42%
Benchmark approx 12.76%
A standard deviation reflecting historical swings.
Sensitivity
0.82
Beta vs benchmark 1.00 · 18% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.45
Sharpe
Excess return gained per unit of volatility.
Capture ratio
74 / 78
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.31% from its 26 Sep 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−22.31%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 03 Mar 2025 | −22.31% | 158 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough03 Mar 2025
Depth−22.31%
Fell over158 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Oct 2025
Portfolio Details : Where the money actually sits
Stocks
9
P/E ratio
17.80
Dividend yield
1.06%
Avg market cap
₹38,046 Cr
Asset class
Equity
Market cap
Large cap15.99%
Mid cap9.23%
Small cap10.24%
Cash & others64.54%
As on 31 Oct 2025
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 17.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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