Geojit Financial Services Ltd

Equity · 5 investment approaches

Total AUM

₹1.7K Cr

Years Active

23.3

AUM Change (3M)

+4.6%

AUM Change (1Y)

+19.8%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ADVANTAGE PORTFOLIO	Equity	₹1.3K Cr	-7.16%	+5.37%	+6.94%	+20.49%	0.03
FREEDOM PORTFOLIO	Equity	₹170 Cr	-6.63%	+1.56%	+4.08%	+12.43%	-0.23
BEACON PORTFOLIO	Equity	₹183 Cr	-7.48%	-2.87%	-	-6.87%	-0.69
ETHICAL PORTFOLIO	Equity	₹12 Cr	-6.78%	-3.46%	+1.92%	+4.08%	-0.27
DAKSHIN PORTFOLIO	Equity	₹41 Cr	-7.74%	-4.39%	+3.01%	+9.20%	-0.21

ADVANTAGE PORTFOLIO

FREEDOM PORTFOLIO

BEACON PORTFOLIO

ETHICAL PORTFOLIO

DAKSHIN PORTFOLIO