- Manager
- True Beacon Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Bespoke Equity
+10.04%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
True Beacon Investment Advisors’ Bespoke Equity returned 10.04% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹124 crore across its clients.
Key numbers
- AUM
- ₹124 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.81% | −5.57% | +0.76% |
| 3 months | −1.07% | −3.59% | +2.52% |
| 6 months | +15.81% | +8.07% | +7.74% |
| 1 year | +10.04% | −2.33% | +12.37% |
| 2 years | +4.60% | −3.93% | +8.53% |
| 3 years | +14.19% | +9.20% | +4.99% |
| 4 years | +14.31% | +11.22% | +3.09% |
| Since inception | +15.03% | +12.31% | +2.72% |
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 equity73.73%₹91.59 Cr
- Mutual funds24.04%₹29.87 Cr
- Cash and other2.22%₹2.76 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.09 Cr
- Outflow, Sep 2026
- ₹4.51 Cr
- Net, Sep 2026
- ₹2.57 Cr
- Net, FY to date
- ₹20.22 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bespoke Equity returned?
10.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.81%; 3 months: −1.07%; 6 months: 15.81%; 1 year: 10.04%; 2 years: 4.60%; 3 years: 14.19%; 4 years: 14.31%; Since inception: 15.03%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.37 percentage points ahead.
How much does Bespoke Equity manage?
₹124 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 Equity?
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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