Geojit Financial Services Ltd • Equity
Dakshin Portfolio is an equity portfolio management service (PMS) strategy run by Geojit Financial Services Ltd, launched on 20 Mar 2019. As of 30 Sep 2026, it manages ₹40.73 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.39% over 1 year, +3.01% over 3 years and +4.69% over 5 years (+9.20% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.19 percentage points behind of its benchmark. Its 3-year return ranks 436th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.RUPIN MUKESH SHAH.
Ranked nearby on 3-year return: Alpha Star (+3.48%), ASK Domestic Resurgence Portfolio STP (+3.36%), Mojo Soul (+2.99%), Shree Vriddhi (+2.86%).
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 | -7.74% |
| 3 Months | -1.63% |
| 1 Year | -4.39% |
| 3 Years | +3.01% |
| 5 Years | +4.69% |
| Since Inception | +9.20% |
| management fee | Fixed Fees: 3% |
| performance fee | Variable Fees: 1. Fixed Fee 2% + 20% of the gains over & above 15% 2. Fixed Fee 1% + 20% of the gains over & 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 callDakshin Portfolio has a 1-year return of -4.39%, a 3-year return of +3.01%, a 5-year return of +4.69% and +9.20% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Dakshin Portfolio returned +4.69% against +8.91% for the BSE 500 TRI, 4.22 percentage points behind. Over 3 years it returned +3.01% against +9.20%; Over 1 year it returned -4.39% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Dakshin Portfolio's 3-year return of +3.01% ranks 436th as of 30 Sep 2026.
Dakshin Portfolio is managed by Mr.RUPIN MUKESH SHAH at Geojit Financial Services. The strategy manages ₹40.73 Cr of client assets as of 30 Sep 2026.
Dakshin Portfolio manages ₹40.73 Cr of client assets as of 30 Sep 2026.
The fee structure for Dakshin Portfolio includes: management fee: Fixed Fees: 3%; performance fee: Variable Fees: 1. Fixed Fee 2% + 20% of the gains over & above 15% 2. Fixed Fee 1% + 20% of the gains over & above 10%; exit load: 1st Year 1%.
The minimum investment for Dakshin Portfolio is ₹50 Lakhs.
Dakshin Portfolio was launched on 20 Mar 2019. It has a 7-year track record.
Description
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