- Manager
- True Beacon Investment Advisors
- Service
- Discretionary
- Asset class
- Debt
Bespoke Cash
+6.35%
1-year return
Benchmark NIFTY Medium to Long Duration Debt Index +0.08% · to 30 Sep 2026
True Beacon Investment Advisors’ Bespoke Cash returned 6.35% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTY Medium to Long Duration Debt Index. It managed ₹118 crore across its clients.
Key numbers
- AUM
- ₹118 Cr
- Benchmark
- NIFTY Medium to Long Duration Debt Index
- Turnover, past year
- 0.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY Medium to Long Duration Debt Index | Difference |
|---|---|---|---|
| 1 month | +0.46% | −0.84% | +1.30% |
| 3 months | +1.57% | −1.78% | +3.35% |
| 6 months | +3.08% | +0.55% | +2.53% |
| 1 year | +6.35% | +0.08% | +6.27% |
| 2 years | +6.47% | +3.11% | +3.36% |
| 3 years | +4.61% | +5.07% | −0.46% |
| Since inception | +4.25% | +5.63% | −1.38% |
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
- Mutual funds97.33%₹115 Cr
- Cash and other2.67%₹3.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.50 Cr
- Outflow, Sep 2026
- ₹8.10 Cr
- Net, Sep 2026
- −₹1.60 Cr
- Net, FY to date
- −₹25.37 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bespoke Cash returned?
6.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.46%; 3 months: 1.57%; 6 months: 3.08%; 1 year: 6.35%; 2 years: 6.47%; 3 years: 4.61%; Since inception: 4.25%.
How has it done against its benchmark?
Its benchmark, the NIFTY Medium to Long Duration Debt Index, returned 0.08% over the year, so the strategy was 6.27 percentage points ahead.
How much does Bespoke Cash manage?
₹118 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 Bespoke Cash?
True Beacon Investment Advisors, a SEBI-registered portfolio manager (INP200007353), 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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