True-Equity Factor Quant

True-Equity Factor Quant

EQUITY LARGE & MID CAP
+13.11%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
17 Aug '22
Total AUM
₹332.52Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management

SD
Saurabh Dhole
Fund Manager, Long-Only Portfolio
View details

About
"At True Beacon, Saurabh is involved in the entire life cycle of the long-only portfolio. His responsibilities include scanning, evaluation, monitoring to complete exit of investments in this book. Saurabh has close to ten years of experience spanning across equity and credit markets. He has previously worked with organisations such as Trivantage Capital and ICRA, one of India’s leading credit rating agencies (subsidiary of Moody’s). At ICRA, he was involved in the credit assessment of financial sector companies across Banking, NBFCs (Non-Banking Finance Companies), HFCs (Housing Finance Companies), Insurance Companies, Brokerages etc. During his stint at ICRA, he conducted research on the Indian financial sector and co-authored more than fifteen publications. Saurabh holds degrees in engineering from NITK, Surathkal and business administration degree from NMIMS, Mumbai."
Experience
Close to 10 years of experience across equity and credit markets.
Investment philosophy
Specializes in equity and credit market analysis with a focus on the Indian financial sector.
Previously worked at
  • Trivantage Capital
  • ICRA
Awards
  • At ICRA, he was involved in the credit assessment of financial sector companies. He also co-authored more than fifteen publications on the Indian financial sector.
PMS house
True Beacon Investment Advisors LLP
True Beacon Investment Advisors LLP
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