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Flexi-cap Fundamental Opportunities

Flexi-cap Fundamental Opportunities is a Equity Portfolio Management Service launched by True Beacon Investment Advisors Llp on July 2023. Managed by Saurabh Dhole, the fund holds ₹136 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 14.62% (1Y), 17.53% since inception. Performance data as of July 2026.

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Flexi-cap Fundamental Opportunities

True Beacon Investment Advisors Llp

136.05 CR AUM

Flexi-cap Fundamental Opportunities

Flexi-cap Fundamental Opportunities

True Beacon Investment Advisors Llp

136.05 CR AUM

BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

saurabh dhole

Fund Manager
EQUITYStrategies

At True Beacon, Saurabh is involved in the entire life cycle of the long-only portfolio. His responsibilities include scanning, evaluation, monitoring to complete exit of investments in this book. Saurabh has close to ten years of experience spanning across equity and credit markets. He has previously worked with organisations such as Trivantage Capital and ICRA, one of India's leading credit rating agencies (subsidiary of Moody's). At ICRA, he was involved in the credit assessment of financial sector companies across Banking, NBFCs (Non-Banking Finance Companies), HFCs (Housing Finance Companies), Insurance Companies, Brokerages etc. During his stint at ICRA, he conducted research on the Indian financial sector and co-authored more than fifteen publications. Saurabh holds degrees in engineering from NITK, Surathkal and business administration degree from NMIMS, Mumbai.

At True Beacon, Saurabh is involved in the entire life cycle of the long-only portfolio. His responsibilities include scanning, evaluation, monitoring to complete exit of investments in this book. Saurabh has close to ten years of experience spanning across equity and credit markets. He has previously worked with organisations such as Trivantage Capital and ICRA, one of India's leading credit rating agencies (subsidiary of Moody's). At ICRA, he was involved in the credit assessment of financial sector companies across Banking, NBFCs (Non-Banking Finance Companies), HFCs (Housing Finance Companies), Insurance Companies, Brokerages etc. During his stint at ICRA, he conducted research on the Indian financial sector and co-authored more than fifteen publications. Saurabh holds degrees in engineering from NITK, Surathkal and business administration degree from NMIMS, Mumbai.
Fund manager

sankaranarayanan krishnan

Fund Manager
EQUITYStrategies

Sankaranarayanan Krishnan is a seasoned quant investor and portfolio manager with 12 years of expertise leading quant-driven strategies across hedge funds and proprietary desks.

Sankaranarayanan Krishnan is a seasoned quant investor and portfolio manager with 12 years of expertise leading quant-driven strategies across hedge funds and proprietary desks.
1OF2

What is this fund's investment objective?

This approach aims to meet investor objectives on various parameters including, but not limited to, returns, risks, liquidity by investing in a diversified portfolio of listed securities. Selection of securities made for this approach is with a medium to long-term time horizon and across market capitalisations/sectors.

How has Flexi-cap Fundamental Opportunities performed?

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Wealth Creation Calculator

1M IA return
7.71%
1M benchmark return
1.73%
Alpha
5.98%
1M Wealth multiple
1.08x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
7.71%
1M benchmark return
1.73%
Alpha
5.98%
1M Wealth multiple
1.08x

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