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DAKSHIN PORTFOLIO
Geojit Financial Services Ltd
42.37 CR AUM
DAKSHIN PORTFOLIO
Geojit Financial Services Ltd
42.37 CR AUM
BSE 500 TRI
Benchmark
7yr 1mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over & above 15%
2. Fixed Fee 1% + 20% of the gains over & above 10%
Variable Fees
1st Year 1%
Exit Load
BSE 500 TRI
Benchmark
7yr 1mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over & above 15%
2. Fixed Fee 1% + 20% of the gains over & 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
A Multi cap Portfolio of 25 High Quality companies headquartered in 5 South Indian States. This isan equally weighted portfolio and will have only stocks with full market capitalization of less than 50,000 Crores. Dakshin Portfolio is a Passive Portfolio based on the custom index - MSCI South India Domestic High Quality 25 Index constructed by MSCI for Geojit Financial Services Ltd
Investment Approach v/s Benchmark Metrics
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1M IA return
17.20%
1M benchmark return
10.38%
Alpha
6.82%
1M Wealth multiple
1.17x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
17.20%
1M benchmark return
10.38%
Alpha
6.82%
1M Wealth multiple
1.17x
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