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True Beacon PMS ApproachnTrue Beacon follows a quantitative investment framework that blends systematic analysis with selective fundamental insights. The portfolio is constructed using data-driven models that identify trends, risks, and opportunities acr
**Saurabh Dhole, CFA** is Principal Officer & Investment Analyst at True Beacon, with over a decade of experience ac... **Saurabh Dhole, CFA** is Principal Officer & Investment Analyst at True Beacon, with over a decade of experience across equity and credit markets. He oversees True Beacon’s long-only portfolios, leveraging quantitative and fundamental insights, and has previously worked with Trivantage Capital and ICRA. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.76% | 0.45% | 0.31% |
| 3 Months | -3.94% | -3.13% | -0.81% |
| 6 Months | -2.73% | 3.24% | -5.97% |
| 1 Year | 3.31% | 17.3% | -13.99% |
| 2 Year | -0.81% | 8.09% | -8.9% |
| 3 Year | 17.98% | 17.66% | 0.32% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 14.24% | 13.03% | 1.21% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.69% | 0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.35% | 0.31% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | 0.99% | 3.2% | 3.54% | -1.53% | -3.7% | 1.57% | 0.94% | -1.24% | -1.01% |
| Benchmark | -- | -- | -- | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -2.19% | -0.34% | -0.14% | 1.18% | -1.95% | 0.33% | -3.33% | -2.2% | -0.77% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 212.5 | 201.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | 404.3 | 409.2 | 421.9 | 388.3 | 363.1 | 353 | 332.5 | 281.9 | 248.3 |
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