Bhana Equity Advisors Llp • Equity
BEA Specialized Portfolio is an equity portfolio management service (PMS) strategy run by Bhana Equity Advisors Llp, launched on 27 May 2019. As of 30 Sep 2026, it manages ₹519 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -7.78% over 1 year, +10.63% over 3 years and +17.84% over 5 years (+23.28% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.43 percentage points ahead of its benchmark. Its 3-year return ranks 254th 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: Renaissance India Next Portfolio (+10.70%), Axis Pure Growth Portfolio (+10.67%), Axis Pure Contra Portfolio (+10.61%), SilverArch India Mid & Small Cap Equity Portfolio (+10.61%).
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 | -4.21% |
| 3 Months | -4.19% |
| 1 Year | -7.78% |
| 3 Years | +10.63% |
| 5 Years | +17.84% |
| Since Inception | +23.28% |
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 Specialized Portfolio has a 1-year return of -7.78%, a 3-year return of +10.63%, a 5-year return of +17.84% and +23.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, BEA Specialized Portfolio returned +17.84% against +8.90% for the BSE 500 TRI, 8.94 percentage points ahead. Over 3 years it returned +10.63% against +9.20%; Over 1 year it returned -7.78% 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 Specialized Portfolio's 3-year return of +10.63% ranks 254th as of 30 Sep 2026.
BEA Specialized Portfolio is managed by SATYAJIT ISHWAR BHANA at Bhana Equity Advisors. The strategy manages ₹519 Cr of client assets as of 30 Sep 2026.
BEA Specialized Portfolio manages ₹519 Cr of client assets as of 30 Sep 2026.
The minimum investment for BEA Specialized Portfolio is ₹50 Lakhs.
BEA Specialized Portfolio was launched on 27 May 2019. It has a 7-year track record.
Description
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