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True Beacon - EqFactorQuant
True Beacon - EqFactorQuant

True Beacon - EqFactorQuant

  • True Beacon Investment Advisors LLP
  • LARGE AND MID CAP
  • 10
    Out of 14*
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Portfolio age 2 years, 6 months
-4.16%
-7.74%
Hurdle Rate** 10.00%
Fixed fee 2.50%
Min. Investment 1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
  • Infosys Limited 5.45%
  • Torrent Pharmaceuticals Ltd 5.43%
  • Abbott India Limited 3.49%
  • Muthoot Finance Limited 3.48%
  • Bharti Airtel Limited 3.35%

PORTFOLIO MANAGERS

Saurabh Dhole
  • Manager Rank Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -4.76%
Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
3 Out of 16
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-4.16%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 16
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 16
Fixed Fee
No Option
AUM (₹ Cr)
36.07
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 16
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 16
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 16
Fixed Fee
2.50%
AUM (₹ Cr)
45.63
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 16
Fixed Fee
No Option
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 16
-4.16%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹UNDISC. Cr.
1Out of 16
4.99%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
1Out of 16
-3.40%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10.00%
₹36.07 Cr.
1Out of 16
-4.31%
-5.89%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
1Out of 16
-5.48%
-5.79%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹UNDISC. Cr.
1Out of 16
-6.36%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹45.63 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

True Beacon Investment Advisors LLP
True Beacon Investment Advisors LLP manages assets worth Rs 636.83 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap scheme.

AUM (₹ cr)

636.83 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
3 Out of 16
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 1
-4.16%
-7.74%
S&P BSE 500 TRI
10%
LARGE AND MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of True Beacon - EqFactorQuant?
The hurdle rate of True Beacon - EqFactorQuant is 10%.
What is the fixed fee charged in True Beacon - EqFactorQuant ?
The fixed fee charged in True Beacon - EqFactorQuant is 2.50%.
What is the variable fee charged in True Beacon - EqFactorQuant ?
The variable fee charged in True Beacon - EqFactorQuant is 1.50% .
What is the profit sharing in True Beacon - EqFactorQuant ?
The profit sharing in True Beacon - EqFactorQuant is 5% Profit sharing above 10% hurdle(with full catch up).
What is the minimum investment in True Beacon - EqFactorQuant ?
The minimum investment in True Beacon - EqFactorQuant is ₹1 Cr
What type of scheme is True Beacon - EqFactorQuant?
True Beacon - EqFactorQuant is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of True Beacon - EqFactorQuant?
The inception date of True Beacon - EqFactorQuant is Aug 18, 2022 .
What is the exit load of True Beacon - EqFactorQuant?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
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