Geojit Financial Services Ltd • Equity
Freedom Portfolio is an equity portfolio management service (PMS) strategy run by Geojit Financial Services Ltd, launched on 23 Nov 2011. As of 30 Sep 2026, it manages ₹170 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.56% over 1 year, +4.08% over 3 years and +5.04% over 5 years (+12.43% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.98 percentage points behind of its benchmark. Its 3-year return ranks 188th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.RUPIN MUKESH SHAH.
Ranked nearby on 3-year return: Agreya Momentum (+4.13%), Bay India Opportunities Portfolio (+4.10%), Pelican Top100 Fund (+4.05%), Bluechip (+3.99%).
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 | -6.63% |
| 3 Months | -2.21% |
| 1 Year | +1.56% |
| 3 Years | +4.08% |
| 5 Years | +5.04% |
| Since Inception | +12.43% |
| 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 callFreedom Portfolio has a 1-year return of +1.56%, a 3-year return of +4.08%, a 5-year return of +5.04% and +12.43% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Freedom Portfolio returned +5.04% against +6.38% for the Nifty 50 TRI, 1.34 percentage points behind. Over 3 years it returned +4.08% against +6.06%; Over 1 year it returned +1.56% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Freedom Portfolio's 3-year return of +4.08% ranks 188th as of 30 Sep 2026.
Freedom Portfolio is managed by Mr.RUPIN MUKESH SHAH at Geojit Financial Services. The strategy manages ₹170 Cr of client assets as of 30 Sep 2026.
Freedom Portfolio manages ₹170 Cr of client assets as of 30 Sep 2026.
The fee structure for Freedom 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 Freedom Portfolio is ₹50 Lakhs.
Freedom Portfolio was launched on 23 Nov 2011. It has a 14-year track record.
Description
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