BEA India Growth Fund
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.49%
- 3M
- +7.87%
- 6M
- -4.71%
- 9M
- —
- 1Y
- -10.67%
- 2Y
- +3.50%
- 3Y
- +22.72%
- 4Y
- +24.23%
- 5Y
- +24.77%
- Since Inception
- +27.72%
- Strategy AUM
- ₹484 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.49% | −0.17% | +0.66% |
| 3 Months | +7.87% | −2.34% | +10.21% |
| 6 Months | −4.71% | −5.39% | +0.68% |
| 1 Year | −10.67% | −0.07% | −10.60% |
| 2 Years | +3.50% | +4.14% | −0.64% |
| 3 Years | +22.72% | +13.45% | +9.27% |
| 4 Years | +24.23% | +13.30% | +10.93% |
| 5 Years | +24.77% | +12.28% | +12.49% |
| Since Inception | +27.72% | +14.23% | +13.49% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.49% | −0.17% | +0.66% |
| Apr-2026 | +22.39% | +10.38% | +12.01% |
| Mar-2026 | −12.30% | −11.37% | −0.93% |
| Feb-2026 | −3.27% | +0.45% | −3.72% |
| Jan-2026 | −4.18% | −3.34% | −0.84% |
| Dec-2025 | −4.70% | −0.24% | −4.46% |
| Nov-2025 | −5.21% | +0.96% | −6.17% |
| Oct-2025 | +4.09% | +4.27% | −0.18% |
| Sep-2025 | +3.70% | +1.24% | +2.46% |
| Aug-2025 | −4.29% | −1.75% | −2.54% |
| Jul-2025 | −7.11% | −2.71% | −4.40% |
| Jun-2025 | +3.07% | +3.68% | −0.61% |
| May-2025 | +13.71% | +3.54% | +10.17% |
Strategy Details
APMI fact sheet
- Inception
- 21 Jun 2019
- Age
- 6.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.38×
- Turnover (1M)
- 0.10×
- Product
- Equity
as of 31 May 2026
Asset classes
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 in outperforming sectors and hold them till the expected drivers laid out and the anticipated returns are generated.
Fund Managers
1 manager
Name
SATYAJIT ISHWAR BHANA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Bhana Equity Advisors Llp
- Strategy
- BEA India Growth Fund
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.