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BEA SPECIALIZED PORTFOLIO

BEA SPECIALIZED PORTFOLIO is a Equity Portfolio Management Service launched by Bhana Equity Advisors Llp on May 2019. Managed by SATYAJIT ISHWAR BHANA, the fund holds ₹545 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -11.7% (1Y), 19.89% CAGR (3Y), 24.95% since inception. Performance data as of July 2026.

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BEA SPECIALIZED PORTFOLIO

Bhana Equity Advisors Llp

545.33 CR AUM

BEA SPECIALIZED PORTFOLIO

BEA SPECIALIZED PORTFOLIO

Bhana Equity Advisors Llp

545.33 CR AUM

BSE 500 TRI
Benchmark
7yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
7yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

satyajit ishwar bhana

Fund Manager
EQUITYStrategies

Satyajit Bhana (MSc. Finance) brings deep knowledge of Equity Risk Management and Trading/Investment. He has strong analytical background with experience across India and Global markets.

Satyajit Bhana (MSc. Finance) brings deep knowledge of Equity Risk Management and Trading/Investment. He has strong analytical background with experience across India and Global markets.

What is this fund's investment objective?

It is an aggressive active investment product targeting absolute returns over the long-term horizon. The core strategy is to buy growth stocks and hold them till the expected drivers laid out and the anticipated returns are generated. It is a product geared towards providing customised solutions to clients depending on their individual risk profile. It will be the endeavour of the Portfolio Manager to generate alpha over the long term. This product may generate higher turnover. Portfolios will be constructed based on the requirements and risk profiles of the clients. Inputs from the clients may be taken into consideration while formulating portfolios but the Portfolio Manager retains the final discretion on the constituents and management of the portfolio.

How has BEA SPECIALIZED PORTFOLIO performed?

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1M IA return
3.72%
1M benchmark return
1.73%
Alpha
1.99%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.72%
1M benchmark return
1.73%
Alpha
1.99%
1M Wealth multiple
1.04x

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