APMI

BEA SPECIALIZED PORTFOLIO

Investment Approach Details

₹539.91

(AUM CR)

PMS Provider Name

Bhana Equity Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

27/05/2019

Age

5.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

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
Work Exp. NA
Email ID sbhana@beallp.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.17

1 Year Turnover

2.83