Equirus Long Horizon Fund Portfolio


Alpha (1Y) Beta (1Y) Standard Deviation (1Y) % of +ve Months (SI)

Key Portfolio Attributes

Mr. Viraj Mehta

Inception Date: 20 October 2016

Number of Stocks: 15

Portfolio Manager's Name: Mr. Viraj Mehta

Portfolio Manager's Qualification: MBA from Management Development Institute (MDI), Gurgaon & Chemical Engineering from Nirma Institute of Technology, Ahmedabad

Portfolio Manager's Experience: 11 Years

Investment Objective

The objective of this concentrated portfolio is to take concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations to generate significant outperformance with respect to benchmark. Following a Beta of around 1, the aim is to provide significant high alpha.

Portfolio Strategy

Invest in superior big-potential businesses at reasonable valuations(below their intrinsic value) with a view a long-term view of 3-5 years. They intent to be early in the business discovery, thus providing maximum earnings growth with limited churn.

They follow a bottoms-up approach and look for maximum earnings growth. The goal is to generate significant outperformance by considering companies over a broad range across market capitalisation. The portfolio does not mimic any index.

Investment Philosophy

Equirus PMS Investment philosophy is based on the synergies of value and quality. They intend to invest in relatively undiscovered businesses with long growth potential. To qualify for the portfolio, companies must have the several qualities most relevant to long-term growth—qualities recognized and rewarded over time by investors—and be selling at a price below their intrinsic value.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.40%-3.50%11.90%-13.40%18.40%31.30%16.00%-21.60%
BSE Small Cap-2.00%1.70%16.70%-1.80%26.40%28.30%8.50%-13.30%



QRC Report Card *




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Portfolio Holdings


Holding %
Polycab India Limited 10.48
Thangamayil Jewellery Limited 9.69
Delta Corp Ltd 9.14
Prataap Snacks Limited 8.35
KOLTEPATIL DEVELOPERS LTD 6.85
Top 5 Equity Holdings 44.51

Sector Allocation


Holding %
Cement 7.41
Jewellery 9.71
Consumer Durables 10.44
Pharma 12.70
Chemicals 18.97

Market Cap Allocation


Allocations %
Large Cap 0.00
Mid Cap 10.50
Small Cap 80.00
Cash 9.50


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From the Founders & Managers of Equirus PMS

What to expect from Equirus Long Horizon PMS?

Equirus Long Horizon Fund – Investment philosophy is based on the synergies of value & quality. We intend to invest in undiscovered business leaders with long term potential growth. To be suitable for our Portfolio, business must have some strong merits most relevant to long term investing-qualities recognized over time by investors and are selling it at a price below the intrinsic value. We focus on taking concentrated bets for the long term, in high quality publicly listed Indian companies at reasonable valuations. As investment managers, our primary goal is to generate significant outperformance to the broader indices by staying invested in superior businesses over 3-5 years.

Who should invest in Equirus Long Horizon PMS?

Any investor who is looking to stay invested for a period of 3-5 years, with a reasonable risk appetite given the cyclical nature of the markets and the product structure being majorly invested in small cap companies. We intent to be early in the business discovery, thus providing us maximum earnings growth with limited churn. With our Non Model Portfolio creation approach, we do not invest all the funds at day one, the client’s investments are deployed in a phased manner as per out buying strategy, reflecting our business philosophy.

So clients who are concerned about Market Timing, at Equirus the risk reward analysis is considered and the investment strategy is formulated on that.

Which is the best company through which an investor can invest in Equirus Long Horizon Fund Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




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