- Manager
- Bhana Equity Advisors
- Service
- Discretionary
- Asset class
- Equity
Bea-India Growth Fund (Bea-Igf)
−6.24%
1-year return
Benchmark BSE 500 TR −2.33% · to 30 Sep 2026
Bhana Equity Advisors’ Bea-India Growth Fund (Bea-Igf) returned −6.24% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TR. It managed ₹481 crore across its clients.
Key numbers
- AUM
- ₹481 Cr
- Benchmark
- BSE 500 TR
- Turnover, past year
- 0.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −3.90% | −5.57% | +1.67% |
| 3 months | −4.24% | −3.59% | −0.65% |
| 6 months | +22.66% | +8.07% | +14.59% |
| 1 year | −6.24% | −2.33% | −3.91% |
| 2 years | +1.28% | −3.93% | +5.21% |
| 3 years | +12.13% | +9.20% | +2.93% |
| 4 years | +20.98% | +11.21% | +9.77% |
| 5 years | +19.59% | +8.90% | +10.69% |
| Since inception | +26.24% | +13.23% | +13.01% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity88.51%₹426 Cr
- Cash and other11.49%₹55.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.23 Cr
- Outflow, Sep 2026
- ₹1.32 Cr
- Net, Sep 2026
- −₹1.09 Cr
- Net, FY to date
- ₹1.62 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bea-India Growth Fund (Bea-Igf) returned?
−6.24% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.90%; 3 months: −4.24%; 6 months: 22.66%; 1 year: −6.24%; 2 years: 1.28%; 3 years: 12.13%; 4 years: 20.98%; 5 years: 19.59%; Since inception: 26.24%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TR, returned −2.33% over the year, so the strategy was 3.91 percentage points behind.
How much does Bea-India Growth Fund (Bea-Igf) manage?
₹481 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Bea-India Growth Fund (Bea-Igf)?
Bhana Equity Advisors, a SEBI-registered portfolio manager (INP000006411), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app