Geojit Financial Services PMS strategies
Geojit Financial Services runs 5 portfolio management strategies listed with APMI, managing ₹1,759 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Advantage Portfolio | Equity | Mr.RUPIN MUKESH SHAH | ₹1,332 Cr | +9.52% | -2.57 pts | 3% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Beacon Portfolio | Equity | Mr.RUPIN MUKESH SHAH | ₹188 Cr | — | — | 3% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Freedom Portfolio | Equity | Mr.RUPIN MUKESH SHAH | ₹182 Cr | +6.75% | -2.25 pts | 3% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Dakshin Portfolio | Equity | Mr.RUPIN MUKESH SHAH | ₹44 Cr | +5.69% | -6.40 pts | 3% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ethical Portfolio | Equity | Mr.RUPIN MUKESH SHAH | ₹13.28 Cr | +4.68% | -7.41 pts | 3% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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