Geojit Financial Services Ltd • Equity
Beacon Portfolio is an equity portfolio management service (PMS) strategy run by Geojit Financial Services Ltd, launched on 26 Jul 2024. As of 30 Sep 2026, it manages ₹183 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.87% over 1 year (-6.87% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 0.54 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.RUPIN MUKESH SHAH.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -7.48% |
| 3 Months | -9.88% |
| 1 Year | -2.87% |
| Since Inception | -6.87% |
| management fee | Fixed Fees: 3% |
| performance fee | Variable Fees: 1.Fixed Fee 2% + 20% of the gains over and above 15% 2.Fixed Fee 1% + 20% of the gains over and above 10% |
| exit load | 1st Year 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBeacon Portfolio has a 1-year return of -2.87% and -6.87% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Beacon Portfolio returned -2.87% against -2.33% for the BSE 500 TRI, 0.54 percentage points behind. Figures as of 30 Sep 2026.
Beacon Portfolio is managed by Mr.RUPIN MUKESH SHAH at Geojit Financial Services. The strategy manages ₹183 Cr of client assets as of 30 Sep 2026.
Beacon Portfolio manages ₹183 Cr of client assets as of 30 Sep 2026.
The fee structure for Beacon Portfolio includes: management fee: Fixed Fees: 3%; performance fee: Variable Fees: 1.Fixed Fee 2% + 20% of the gains over and above 15% 2.Fixed Fee 1% + 20% of the gains over and above 10%; exit load: 1st Year 1%.
The minimum investment for Beacon Portfolio is ₹50 Lakhs.
Beacon Portfolio was launched on 26 Jul 2024. It has a 2-year track record.
Description
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