PMS details

    BeSpokeEquity

    Portfolio Management Service
    True Beacon Investment Advisors Llpvs BSE 500 TRIAPMIInvestment approach
    ₹105 Cr

    Strategy AUM

    +9.32%

    Trailing 1Y return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    +1.58%
    3M
    +1.41%
    6M
    -1.12%
    9M
    1Y
    +9.32%
    2Y
    +11.87%
    3Y
    +15.48%
    4Y
    5Y
    Since Inception
    +15.33%
    Strategy AUM
    ₹105 Cr
    Benchmark
    BSE 500 TRI

    Performance vs Benchmark

    Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month+1.58%−0.17%+1.75%
    3 Months+1.41%−2.34%+3.75%
    6 Months−1.12%−5.39%+4.27%
    1 Year+9.32%−0.07%+9.39%
    2 Years+11.87%+4.14%+7.73%
    3 Years+15.48%+13.46%+2.02%
    4 Years+0.00%+0.00%+0.00%
    5 Years+0.00%+0.00%+0.00%
    Since Inception+15.33%+14.02%+1.31%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 13 months

    MonthStrategyBenchmarkAlpha
    May-2026+1.58%−0.17%+1.75%
    Apr-2026+9.89%+10.38%−0.49%
    Mar-2026−9.16%−11.37%+2.21%
    Feb-2026+0.58%+0.45%+0.13%
    Jan-2026−4.77%−3.34%−1.43%
    Dec-2025+1.80%−0.24%+2.04%
    Nov-2025+2.94%+0.96%+1.98%
    Oct-2025+4.20%+4.27%−0.07%
    Sep-2025+0.41%+1.24%−0.83%
    Aug-2025−1.58%−1.75%+0.17%
    Jul-2025−0.46%−2.71%+2.25%
    Jun-2025+4.77%+3.68%+1.09%
    May-2025+7.62%+3.54%+4.08%

    Strategy Details

    APMI fact sheet

    Inception
    19 Jul 2022
    Age
    3.10 Years
    Min. investment
    ₹50,00,000
    Turnover (1Y)
    0.62×

    as of 31 May 2026

    Turnover (1M)
    0.01×
    Product
    Equity,Others

    Asset classes

    EquityOthers

    Investment objective

    The approach aims to meet investor objectives on various parameters including, but not limited to, returns, risks, liquidity etc. These objectives are expected to be achieved by investing in a diversified portfolio of equity and equity-related securities and mutual funds. The investment objectives are tailored to individual investors and hence details will vary from client to client.

    Fund Managers

    1 manager

    • Name

      Sankaranarayanan Krishnan

    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
    True Beacon Investment Advisors Llp
    Strategy
    BeSpokeEquity
    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.