True Beacon Investment Advisors LLP • Equity
Flexi-cap Fundamental Opportunities is an equity portfolio management service (PMS) strategy run by True Beacon Investment Advisors LLP, launched on 3 Jul 2023. As of 30 Sep 2026, it manages ₹148 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +16.79% over 1 year and +15.77% over 3 years (+16.11% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.57 percentage points ahead of its benchmark. Its 3-year return ranks 97th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mohammed Faizan Sait.
Ranked nearby on 3-year return: Apex (+15.83%), Alchemy Smart Alpha 250 (+15.80%), Green Portfolio Special Fund (+15.71%), Wright Factor Fund (+15.71%).
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 | -3.09% |
| 3 Months | +0.11% |
| 1 Year | +16.79% |
| 3 Years | +15.77% |
| Since Inception | +16.11% |
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 callFlexi-cap Fundamental Opportunities has a 1-year return of +16.79%, a 3-year return of +15.77% and +16.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Flexi-cap Fundamental Opportunities returned +15.77% against +9.20% for the BSE 500 TRI, 6.57 percentage points ahead. Over 1 year it returned +16.79% 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, Flexi-cap Fundamental Opportunities's 3-year return of +15.77% ranks 97th as of 30 Sep 2026.
Flexi-cap Fundamental Opportunities is managed by Mohammed Faizan Sait at True Beacon Investment Advisors. The strategy manages ₹148 Cr of client assets as of 30 Sep 2026.
Flexi-cap Fundamental Opportunities manages ₹148 Cr of client assets as of 30 Sep 2026.
The minimum investment for Flexi-cap Fundamental Opportunities is ₹50 Lakhs.
Flexi-cap Fundamental Opportunities was launched on 3 Jul 2023. It has a 3-year track record.
Description
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