What is the hurdle rate of True Beacon - EqFactorQuant?

The hurdle rate of True Beacon - EqFactorQuant is 10.00%.

What is the fixed fee charged in True Beacon - EqFactorQuant ?

The fixed fee charged in True Beacon - EqFactorQuant is 2.50%.

What is the variable fee charged in True Beacon - EqFactorQuant ?

The variable fee charged in True Beacon - EqFactorQuant is 1.50%.

What is the profit sharing in True Beacon - EqFactorQuant ?

The profit sharing in True Beacon - EqFactorQuant is 5% Profit sharing above 10% hurdle(with full catch up).

What is the minimum investment in True Beacon - EqFactorQuant ?

The minimum investment in True Beacon - EqFactorQuant is ₹1 Cr

What type of scheme is True Beacon - EqFactorQuant?

True Beacon - EqFactorQuant is an Equity scheme. It falls in the Mid AND Large Cap category.

What is the inception date of True Beacon - EqFactorQuant?

The inception date of True Beacon - EqFactorQuant is Aug 18, 2022.

True Beacon - EqFactorQuant

True Beacon Investment Advisors LLP
Mid AND Large Cap

9
Out of 14*
Compare
Share

Portfolio age4 years

1.09%

2.19%

Hurdle Rate**10.00%

Fixed fee2.50%

Min. Investment₹1 Cr

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Zydus Wellness Ltd1.95%
Alkyl Amines Chemicals Limited1.9%
K P R MILL LTD1.89%
Aditya Birla Sun Life AMC Ltd1.88%
Gabriel India Ltd1.81%

PORTFOLIO MANAGERS

Saurabh Dhole

Manager Rank9 Out of 14
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr17.96%

Profile

12+ Years Experience Saurabh has previously worked with organisations such as Trivantage Capital and ICRA, one of India’s leading credit rating agencies where he was involved in the credit assessment of financial sector companies.At True Beacon, he manages the life cycle of the long-only portfolio which involves scanning, evaluation, monitoring to complete exit of investments

Other Schemes

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Flexicap Fundamental Opportunities

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 2026)

Inception Date

Aug 18, 2022

Min. Investment

₹1 Cr

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

5% Profit sharing above 10% hurdle(with full catch up)

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INVESTMENT PHILOSOPHY

Objective

The investment objective of the Equity Factor Quant strategy is to deliver alpha relative to the benchmark [Nifty200] over the medium to long term horizon through investing in equity linked securities. The portfolio of stocks will be selected, weighed and rebalanced using proprietary factor selection and optimization formula which aims to enhance portfolio exposures to better risk-adjusted returns. However, there is no assurance that the investment objective of the strategy will be realized and is subject to the market risk.