© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.2% | −5.6% | +1.4% |
| 3 Months | −4.2% | −3.6% | −0.6% |
| 6 Months | +21.8% | +8.1% | +13.7% |
| 1 Year | −7.8% | −2.3% | −5.5% |
|---|
| 2 Years | +0.5% | −3.9% | +4.4% |
|---|
| 3 Years (CAGR) | +10.6% | +9.2% | +1.4% |
|---|
| 4 Years (CAGR) | +19.1% | +11.2% | +7.9% |
|---|
| 5 Years (CAGR) | +17.8% | +8.9% | +8.9% |
|---|
| Since launch | +23.3% | +11.7% | +11.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 31-month window · Source: Computed from NAV history
Maximum drawdown: 30.5%
Bhana Equity Advisors’s story and investment philosophy are on the Bhana Equity Advisors firm page.
Satyajit Bhana
Fund managerPrincipal Officer and Fund Manager
Satyajit Bhana (MSc. Finance) brings deep knowledge of Equity Risk Management and Trading/Investment. He has strong analytical background with experience across India and Global markets. In his previous role he has headed up regional Equity Risk Management teams while working for Nomura International in London and Credit Suisse Group in London, New York and Hong Kong and worked as an Equity Trader for India in his role at Credit Suisse Hong Kong.
Himanshu Bhana
Compliance Officer
Himanshu Bhana (Chartered Accountant) brings his vast experience in Auditing, Taxation, Accounting, Compliance in his previous role as Managing Partner of a Chartered Accountancy firm.
Rakesh Bhana
Research
Rakesh Bhana (B. E) brings two decades of experience in managing his own portfolio and exceptional fundamental and technical research skills.
Registration No
INP000006411
Fund Manager
Mr.Satyajit Ishwar Bhana
Principal Officer
Mr.Satyajit Ishwar Bhana
Inflow
₹0.00 Cr
Outflow
₹0.71 Cr
Net
₹-0.71 Cr
Not reported — complaint data for this strategy isn't available yet.
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