Bhana Equity Advisors Llp • Equity
BEA India Growth Fund is an equity portfolio management service (PMS) strategy run by Bhana Equity Advisors Llp, launched on 21 Jun 2019. As of 30 Sep 2026, it manages ₹481 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -6.24% over 1 year, +12.13% over 3 years and +19.59% over 5 years (+26.24% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.93 percentage points ahead of its benchmark. Its 3-year return ranks 208th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SATYAJIT ISHWAR BHANA.
Ranked nearby on 3-year return: Tactical Asset Allocation Plan TAAP (+12.16%), Aqua Strategy (+12.15%), Abakkus Emerging Opportunities Approach (+12.10%), Strategic Equity (+12.10%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.90% |
| 3 Months | -4.25% |
| 1 Year | -6.24% |
| 3 Years | +12.13% |
| 5 Years | +19.59% |
| Since Inception | +26.24% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBEA India Growth Fund has a 1-year return of -6.24%, a 3-year return of +12.13%, a 5-year return of +19.59% and +26.24% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, BEA India Growth Fund returned +19.59% against +8.90% for the BSE 500 TRI, 10.69 percentage points ahead. Over 3 years it returned +12.13% against +9.20%; Over 1 year it returned -6.24% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, BEA India Growth Fund's 3-year return of +12.13% ranks 208th as of 30 Sep 2026.
BEA India Growth Fund is managed by SATYAJIT ISHWAR BHANA at Bhana Equity Advisors. The strategy manages ₹481 Cr of client assets as of 30 Sep 2026.
BEA India Growth Fund manages ₹481 Cr of client assets as of 30 Sep 2026.
The minimum investment for BEA India Growth Fund is ₹50 Lakhs.
BEA India Growth Fund was launched on 21 Jun 2019. It has a 7-year track record.
Description
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