- Manager
- True Beacon Investment Advisors
- Service
- Discretionary
- Asset class
- Debt
Bespoke Debt
+14.89%
1-year return
Benchmark NIFTY Medium to Long Duration Debt Index +0.08% · to 30 Sep 2026
True Beacon Investment Advisors’ Bespoke Debt returned 14.89% over the year to 30 Sep 2026, against 0.08% for its benchmark, the NIFTY Medium to Long Duration Debt Index. It managed ₹109 crore across its clients.
Key numbers
- AUM
- ₹109 Cr
- Benchmark
- NIFTY Medium to Long Duration Debt Index
- Turnover, past year
- 0.49×
- 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 | −0.50% | −0.84% | +0.34% |
| 3 months | +3.34% | −1.78% | +5.12% |
| 6 months | +3.12% | +0.55% | +2.57% |
| 1 year | +14.89% | +0.08% | +14.81% |
| 2 years | +16.43% | +3.11% | +13.32% |
| 3 years | +15.94% | +5.07% | +10.87% |
| 4 years | +13.54% | +5.72% | +7.82% |
| Since inception | +13.15% | +5.55% | +7.60% |
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 funds94.57%₹103 Cr
- Cash and other2.99%₹3.25 Cr
- Debt2.45%₹2.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.46 Cr
- Outflow, Sep 2026
- ₹5.54 Cr
- Net, Sep 2026
- −₹5.07 Cr
- Net, FY to date
- −₹8.50 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.49×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bespoke Debt returned?
14.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.50%; 3 months: 3.34%; 6 months: 3.12%; 1 year: 14.89%; 2 years: 16.43%; 3 years: 15.94%; 4 years: 13.54%; Since inception: 13.15%.
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 14.81 percentage points ahead.
How much does Bespoke Debt manage?
₹109 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 Debt?
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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