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True Beacon - EqFactorQuant
True Beacon - EqFactorQuant

True Beacon - EqFactorQuant

  • True Beacon Investment Advisors LLP
  • LARGE AND MID CAP
  • 16
    Out of 17*
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Portfolio age2 years, 10 months
3.2%
3.54%
Hurdle Rate**10%
Fixed fee2.50%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Nippon Life India Asset Management Ltd4.58%
  • Petronet LNG Ltd4.07%
  • Balkrishna Industries Ltd4.03%
  • Indus Towers Ltd3.95%
  • Aavas Financiers Ltd3.93%

bt_logoPORTFOLIO MANAGERS

Saurabh Dhole
  • Manager Rank Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-1.42%
Profile

12+ Years Experience Saurabh has previously worked with organisations such as Trivantage Capital and ICRA, one of India’s leading credit rating agencies where he was involved in the credit assessment of financial sector companies.At True Beacon, he manages the life cycle of the long-only portfolio which involves scanning, evaluation, monitoring to complete exit of investments

Other Schemes
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True Beacon - EqFactorQuant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
15 Out of 21
Fixed Fee
2.50%
Scheme Return
3.2%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on May, 2025)
Inception Date
Aug 18, 2022
Min. Investment
₹1 Cr
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
5% Profit sharing above 10% hurdle(with full catch up)
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective of the Equity Factor Quant strategy is to deliver alpha relative to the benchmark [Nifty200] over the medium to long term horizon through investing in equity linked securities. The portfolio of stocks will be selected, weighed and rebalanced using proprietary factor selection and optimization formula which aims to enhance portfolio exposures to better risk-adjusted returns. However, there is no assurance that the investment objective of the strategy will be realized and is subject to the market risk.

Investment Approach

Quantitative approach

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
True Beacon - EqFactorQuant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 21
Fixed Fee
2.50%
Scheme Return
3.2%
Benchmark Return
3.54%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
9.07%
Benchmark Return
3.54%
Bluechip
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 21
Fixed Fee
No Option
Scheme Return
6.32%
Benchmark Return
1.92%
Green Lantern - Alpha Fund
AUM (₹ Cr)
₹53.57 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
No Option
Scheme Return
6.22%
Benchmark Return
3.54%
EquiPoise New India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.00%
Scheme Return
5.87%
Benchmark Return
3.54%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 21
Fixed Fee
1.35%
Scheme Return
5.72%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

True Beacon Investment Advisors LLP
True Beacon Investment Advisors LLP manages assets worth Rs 749.62 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap scheme.

AUM (₹ cr)

749.62 (As on May, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
True Beacon - EqFactorQuant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
15 Out of 21
Fixed Fee
2.50%
Scheme Return
3.2%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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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