Geojit Financial Services Ltd

Equity · 5 investment approaches

Total AUM

₹1.8K Cr

Years Active

23.3

AUM Change (3M)

+12.2%

AUM Change (1Y)

+24.4%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ADVANTAGE PORTFOLIO	Equity	₹1.3K Cr	+1.89%	+12.00%	+9.52%	+20.96%	0.20
FREEDOM PORTFOLIO	Equity	₹182 Cr	+2.33%	+9.60%	+6.75%	+13.02%	-0.07
BEACON PORTFOLIO	Equity	₹188 Cr	-2.85%	+5.63%	-	-3.63%	-0.54
DAKSHIN PORTFOLIO	Equity	₹44 Cr	+5.71%	+3.21%	+5.69%	+10.49%	-0.07
ETHICAL PORTFOLIO	Equity	₹13 Cr	+1.73%	+1.62%	+4.68%	+5.77%	-0.14

ADVANTAGE PORTFOLIO

FREEDOM PORTFOLIO

BEACON PORTFOLIO

DAKSHIN PORTFOLIO

ETHICAL PORTFOLIO