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FREEDOM PORTFOLIO
Geojit Financial Services Ltd
176.37 CR AUM
FREEDOM PORTFOLIO
Geojit Financial Services Ltd
176.37 CR AUM
Nifty 50 TRI
Benchmark
14yr 5mo
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
Nifty 50 TRI
Benchmark
14yr 5mo
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
To invest across a wide gamut of fundamentally strong business in the large cap, mid cap and small cap stocks. To identify mispriced stocks with high growth potential and available at reasonable valuations
Investment Approach v/s Benchmark Metrics
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1M IA return
9.41%
1M benchmark return
7.49%
Alpha
1.92%
1M Wealth multiple
1.09x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
9.41%
1M benchmark return
7.49%
Alpha
1.92%
1M Wealth multiple
1.09x
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