EquityFactorQuant
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.05%
- 3M
- -0.70%
- 6M
- -4.61%
- 9M
- —
- 1Y
- -5.16%
- 2Y
- -3.31%
- 3Y
- +13.11%
- 4Y
- —
- 5Y
- —
- Since Inception
- +13.02%
- Strategy AUM
- ₹158 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.05% | −0.17% | +0.22% |
| 3 Months | −0.70% | −2.34% | +1.64% |
| 6 Months | −4.61% | −5.39% | +0.78% |
| 1 Year | −5.16% | −0.07% | −5.09% |
| 2 Years | −3.31% | +4.14% | −7.45% |
| 3 Years | +13.11% | +13.46% | −0.35% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +13.02% | +11.41% | +1.61% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.05% | −0.17% | +0.22% |
| Apr-2026 | +9.28% | +10.38% | −1.10% |
| Mar-2026 | −9.18% | −11.37% | +2.19% |
| Feb-2026 | +0.76% | +0.45% | +0.31% |
| Jan-2026 | −3.69% | −3.34% | −0.35% |
| Dec-2025 | −1.01% | −0.24% | −0.77% |
| Nov-2025 | −1.24% | +0.96% | −2.20% |
| Oct-2025 | +0.94% | +4.27% | −3.33% |
| Sep-2025 | +1.57% | +1.24% | +0.33% |
| Aug-2025 | −3.70% | −1.75% | −1.95% |
| Jul-2025 | −1.53% | −2.71% | +1.18% |
| Jun-2025 | +3.54% | +3.68% | −0.14% |
| May-2025 | +3.20% | +3.54% | −0.34% |
Strategy Details
APMI fact sheet
- Inception
- 18 Aug 2022
- Age
- 3.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 3.62×
- Turnover (1M)
- 0.05×
- Product
- Equity,Others
as of 31 May 2026
Asset classes
Investment objective
The medium to long-term investment objective of this approach is to generate returns in excess of the benchmark by investing in equity-linked securities. EFQ combines the nuances of fundamental analysis and data science. The objective of superior risk-adjusted returns via this approach is expected to be achieved by selecting, weighing, and rebalancing a portfolio of stocks using a proprietary factor selection and optimisation technique.
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
- EquityFactorQuant
- 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.