- Manager
- True Beacon Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Select Equity Strategy
+0.01%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
True Beacon Investment Advisors’ Select Equity Strategy returned 0.01% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹21.44 crore across its clients.
Key numbers
- AUM
- ₹21.44 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.08×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.18% | −6.03% | +1.85% |
| 3 months | −2.00% | −4.91% | +2.91% |
| 6 months | +9.14% | +2.13% | +7.01% |
| 1 year | +0.01% | −7.09% | +7.10% |
| Since inception | +0.05% | −6.63% | +6.68% |
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 funds92.96%₹19.93 Cr
- Cash and other7.00%₹1.50 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.45 Cr
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- ₹0.35 Cr
- Net, FY to date
- ₹1.88 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 1.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Select Equity Strategy returned?
0.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.18%; 3 months: −2.00%; 6 months: 9.14%; 1 year: 0.01%; Since inception: 0.05%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 7.10 percentage points ahead.
How much does Select Equity Strategy manage?
₹21.44 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 Select Equity Strategy?
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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