Geojit Financial Services Ltd • Equity
Ethical Portfolio is an equity portfolio management service (PMS) strategy run by Geojit Financial Services Ltd, launched on 31 Jan 2022. As of 30 Sep 2026, it manages ₹12.38 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.46% over 1 year and +1.92% over 3 years (+4.08% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 7.28 percentage points behind of its benchmark. Its 3-year return ranks 448th 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: ASK Edge Portfolio (+2.08%), Credent Asset Management Services Pvt Ltd (+1.99%), Ambit Emerging Giants Small Cap Portfolio (+1.90%), ASK Growth Portfolio (+1.88%).
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 | -6.78% |
| 3 Months | -4.05% |
| 1 Year | -3.46% |
| 3 Years | +1.92% |
| Since Inception | +4.08% |
| 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 callEthical Portfolio has a 1-year return of -3.46%, a 3-year return of +1.92% and +4.08% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Ethical Portfolio returned +1.92% against +9.20% for the BSE 500 TRI, 7.28 percentage points behind. Over 1 year it returned -3.46% 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, Ethical Portfolio's 3-year return of +1.92% ranks 448th as of 30 Sep 2026.
Ethical Portfolio is managed by Mr.RUPIN MUKESH SHAH at Geojit Financial Services. The strategy manages ₹12.38 Cr of client assets as of 30 Sep 2026.
Ethical Portfolio manages ₹12.38 Cr of client assets as of 30 Sep 2026.
The fee structure for Ethical 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 Ethical Portfolio is ₹50 Lakhs.
Ethical Portfolio was launched on 31 Jan 2022. It has a 4-year track record.
Description
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