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BEA SPECIALIZED PORTFOLIO

Bhana Equity Advisors Llp

429.83 CR AUM

BEA SPECIALIZED PORTFOLIO

BEA SPECIALIZED PORTFOLIO

Bhana Equity Advisors Llp

429.83 CR AUM

BSE 500 TRI
Benchmark
6yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
6yr 10mo
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.

Purpose

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.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.95%
1M benchmark return
-11.37%
Alpha
-0.58%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.95%
1M benchmark return
-11.37%
Alpha
-0.58%
1M Wealth multiple
0.88x

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