Equirus Long Horizon Fund Portfolio


Alpha (1Y) Beta (1Y) Standard Deviation (1Y) % of +ve Months (SI)
11.35% 1.12 23.50% 66.67%

Key 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-1.4%-6.3%-11.2%26.1%65.9%35.4%25.0%-25.4%
BSE Small Cap1.4%-2.1%2.2%32.0%60.5%25.1%13.2%-14.8%



QRC Report Card *




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Portfolio Holdings


Holding %
Polycab India Ltd 11.36
Delta Corp Ltd. 13.05
Thangamayil Jewellery Limited 9.29
Hikal Ltd 9.00
Birla Corporation Limited 6.59
Top 5 Equity Holdings 49.30

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 0.0
Mid Cap 12.0
Small Cap 79.4
Cash 8.6

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



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