IA Insight Report
IA Insight REPORT

BEA SPECIALIZED PORTFOLIO

Investment Approach Details

₹539.91

(AUM CR)
   

Bhana Equity Advisors Llp

S&P BSE 500 TRI

Equity

Equity

27/05/2019

6.6 Years

5000000

NA

NA

NA

   

It is an aggressive active investment product targeting absolute returns over the long-term horizon. The core strategy is to buy growth stocks and hold them till the expected drivers laid out and the anticipated returns are generated. It is a product geared towards providing customised solutions to clients depending on their individual risk profile. It will be the endeavour of the Portfolio Manager to generate alpha over the long term. This product may generate higher turnover. Portfolios will be constructed based on the requirements and risk profiles of the clients. Inputs from the clients may be taken into consideration while formulating portfolios but the Portfolio Manager retains the final discretion on the constituents and management of the portfolio.

Fund Manager Details

SATYAJIT ISHWAR BHANA

No Image

NA

sbhana@beallp.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.17

2.83