- Manager
- True Beacon Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Equity Factor Quant
−6.35%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
True Beacon Investment Advisors’ Equity Factor Quant returned −6.35% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹115 crore across its clients.
Key numbers
- AUM
- ₹115 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.24×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.88% | −5.57% | +0.69% |
| 3 months | −3.74% | −3.59% | −0.15% |
| 6 months | +7.68% | +8.07% | −0.39% |
| 1 year | −6.35% | −2.33% | −4.02% |
| 2 years | −10.88% | −3.93% | −6.95% |
| 3 years | +8.43% | +9.20% | −0.77% |
| 4 years | +12.20% | +11.22% | +0.98% |
| Since inception | +11.49% | +9.92% | +1.57% |
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 equity88.95%₹103 Cr
- Mutual funds5.70%₹6.58 Cr
- Cash and other5.35%₹6.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹11.62 Cr
- Net, Sep 2026
- −₹11.62 Cr
- Net, FY to date
- −₹61.14 Cr
- Turnover, month
- 0.12×
- Turnover, past year
- 3.24×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Equity Factor Quant returned?
−6.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.88%; 3 months: −3.74%; 6 months: 7.68%; 1 year: −6.35%; 2 years: −10.88%; 3 years: 8.43%; 4 years: 12.20%; Since inception: 11.49%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.02 percentage points behind.
How much does Equity Factor Quant manage?
₹115 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 Equity Factor Quant?
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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