Strategy performance
BEA-INDIA GROWTH FUND (BEA-IGF)
Bhana Equity Advisors LLP · AUM ₹502 Cr · as of Sep 2026
Our read
₹100 grew to ₹265.3 since inception (+29.0% CAGR), with a max drawdown of −29.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.7%
Since inception
+29.0%
Max drawdown
−29.5%
Volatility
+22.8%
Peer position
Loading peer ranks…
Performance
BEA-INDIA GROWTH FUND (BEA-IGF)₹265.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.2% | −3.3% | −12.3% | +22.4% | +0.5% | +4.2% | −3.1% | +2.8% | −3.9% | −0.3% | |||
| 2025 | −2.2% | −10.8% | +11.6% | +2.4% | +13.7% | +3.1% | −7.1% | −4.3% | +3.7% | +4.1% | −5.2% | −4.7% | +1.3% |
| 2024 | +9.2% | +1.2% | 0.0% | +5.2% | −1.8% | +3.7% | −0.9% | +1.4% | −0.0% | +2.1% | +0.7% | −1.3% | +20.6% |
| 2023 | −2.7% | +1.1% | +11.4% | +7.2% | +7.1% | +8.0% | +5.5% | +7.1% | +2.2% | +11.4% | +5.9% | +85.2% | |
| 2022 | — | ||||||||||||
| 2021 | +12.4% | +4.5% | +17.5% |
Metrics
Tearsheet- 1M return
- −3.9%
- 3M return
- −4.3%
- 6M return
- +22.6%
- 1Y return
- −6.3%
- 2Y CAGR
- +1.3%
- 3Y CAGR
- +13.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +29.0%
- Total return
- +165.3%
- Average month
- +2.3%
- Median month
- +2.2%
- Average up month
- +6.1%
- Best month
- +22.4%
- Best rolling 12M
- +110.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
BEA-INDIA GROWTH FUND (BEA-IGF) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BEA-INDIA GROWTH FUND (BEA-IGF) performed?
- BEA-INDIA GROWTH FUND (BEA-IGF) (Bhana Equity Advisors LLP) shows CAGR 28.98% and max drawdown -29.53% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is BEA-INDIA GROWTH FUND (BEA-IGF) CAGR / max drawdown?
- CAGR is 28.98%; max drawdown is -29.53%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do BEA-INDIA GROWTH FUND (BEA-IGF) returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite BEA-INDIA GROWTH FUND (BEA-IGF)?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more