- Manager
- Bhana Equity Advisors
- Service
- Discretionary
- Asset class
- Equity
Beaspecialised Portfolio (Beasp)
−7.78%
1-year return
Benchmark BSE 500 TR −2.33% · to 30 Sep 2026
Bhana Equity Advisors’ Beaspecialised Portfolio (Beasp) returned −7.78% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TR. It managed ₹519 crore across its clients.
Key numbers
- AUM
- ₹519 Cr
- Benchmark
- BSE 500 TR
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −4.21% | −5.57% | +1.36% |
| 3 months | −4.19% | −3.59% | −0.60% |
| 6 months | +21.80% | +8.07% | +13.73% |
| 1 year | −7.78% | −2.33% | −5.45% |
| 2 years | +0.51% | −3.93% | +4.44% |
| 3 years | +10.63% | +9.20% | +1.43% |
| 4 years | +19.15% | +11.21% | +7.94% |
| 5 years | +17.84% | +8.90% | +8.94% |
| Since inception | +23.28% | +13.01% | +10.27% |
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 equity90.86%₹472 Cr
- Cash and other9.14%₹47.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.71 Cr
- Net, Sep 2026
- −₹0.71 Cr
- Net, FY to date
- −₹4.49 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Beaspecialised Portfolio (Beasp) returned?
−7.78% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.21%; 3 months: −4.19%; 6 months: 21.80%; 1 year: −7.78%; 2 years: 0.51%; 3 years: 10.63%; 4 years: 19.15%; 5 years: 17.84%; Since inception: 23.28%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TR, returned −2.33% over the year, so the strategy was 5.45 percentage points behind.
How much does Beaspecialised Portfolio (Beasp) manage?
₹519 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 Beaspecialised Portfolio (Beasp)?
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.
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