Quantitative approach
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.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.01% | -0.24% | -0.77% |
| 3 MONTHS | -1.32% | 5.02% | -6.34% |
| 6 MONTHS | -4.95% | 1.63% | -6.58% |
| 1 YEAR | -2.61% | 7.63% | -10.24% |
| 2 YEAR | 5.96% | 11.64% | -5.68% |
| 3 YEAR | 17.88% | 16.40% | 1.48% |
| SINCE INCEPTION | 16.00% | 14.69% | 1.31% |
| Year | Return |
|---|---|
| CY 2025 | -2.61% |
| CY 2024 | 15.30% |
| CY 2023 | 45.89% |
| Year | Return |
|---|---|
| FY 26_YTD | 2.94% |
| FY 25 | 0.53% |
| FY 24 | 64.06% |
Past performance is not indicative of future results. Returns are subject to market risks.
Principal Officer & Fund Manager
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
AMC: 2.5%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 5%
Year 1: 1%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
