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ADVANTAGE PORTFOLIO
Geojit Financial Services Ltd
1,139.40 CR AUM
ADVANTAGE PORTFOLIO
Geojit Financial Services Ltd
1,139.40 CR AUM
BSE 500 TRI
Benchmark
22yr 11mo
Age
EQUITY
Strategy
3%
Fixed 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%
Variable Fees
1st Year 1%
Exit Load
BSE 500 TRI
Benchmark
22yr 11mo
Age
EQUITY
Strategy
3%
Fixed 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%
Variable Fees
1st Year 1%
Exit Load
rupin mukesh shah
Fund Manager
EQUITYStrategies
He has more than 20 years of experience in the field of Fund Management and Equity Research. He believes in ground level research and has a strong ability of picking high- quality stocks across sectors. In his previous stints, he had an exposure across Buy-side/sell-side (institutional) Indian equity analysis, prop desk and foreign equity markets. Before Joining Geojit, he was a Portfolio Manager at InCred Capital Wealth and a part of Fund Management Team in Reliance Wealth Management. He is a master's in finance from ICFAI University. He has also cleared level 2 of CFA program, USA.
pawan parakh
Fund Manager
EQUITYStrategies
He is responsible for managing flexicap/multicap/mid & small-cap funds within the PMS & AIF platforms.
1OF2
Purpose
Positioned to invest predominantly in equities of mid cap & Small cap companies. The fund will normally invest in stocks of Mid cap & Small cap companies having sound track record, quality management, earnings and growth potential, strong fundamentals.
Investment Approach v/s Benchmark Metrics
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1M IA return
12.88%
1M benchmark return
10.38%
Alpha
2.50%
1M Wealth multiple
1.13x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
12.88%
1M benchmark return
10.38%
Alpha
2.50%
1M Wealth multiple
1.13x
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