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Beacon Portfolio
Beacon Portfolio

Beacon Portfolio

  • Geojit Financial Services Ltd
  • Multi Cap AND Flexi Cap
  • 156
    Out of 256*
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PMS Bazaar
Portfolio age1 year, 11 months
-0.36%
-0.17%
Hurdle Rate**15.00% or 10.00%
Fixed fee3.00%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.17%)
Allocation by Market Cap
Small Cap (64.24%)
Mid Cap (13.62%)
Large Cap (20.97%)
Sector Holdings
  • Financial Services30.6%
  • Consumer Services12.77%
  • Fast Moving Consumer Goods10.21%
  • Consumer Durables7.9%
  • Capital Goods6.52%
Stock Holdings
  • Bajaj Finance Ltd6.69%
  • Housing And Urban Development Corporation Ltd5.79%
  • Krishna Institute Of Medical Sciences Ltd5.46%
  • Samhi Hotels Ltd4.85%
  • Federal Bank Ltd4.84%

bt_logoPORTFOLIO MANAGERS

Rupin Mukesh Shah
  • Manager Rank Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM1567.0700000000002
  • Highest Return In 1 Yr5.99%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹1,161.63 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
36 Out of 59
Fixed Fee
3.00%
AUM (₹ Cr)
₹42.36 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 285
Fixed Fee
3.00%
AUM (₹ Cr)
₹174.90 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
13 Out of 22
Fixed Fee
3.00%
AUM (₹ Cr)
₹10.07 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
204 Out of 285
Fixed Fee
3.00%
AUM (₹ Cr)
₹178.11 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
235 Out of 285
Fixed Fee
3.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹178.11 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
235 Out of 285
Fixed Fee
3.00%
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Geojit Financial Services Ltd
Geojit Financial Services Ltd manages assets worth Rs 1604.30 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 3 Multi Cap And Flexi Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

1,604.30 (As on May, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹1,161.63 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
36 Out of 59
Fixed Fee
3.00%
AUM (₹ Cr)
₹42.36 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 285
Fixed Fee
3.00%
AUM (₹ Cr)
₹174.90 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
13 Out of 22
Fixed Fee
3.00%
AUM (₹ Cr)
₹10.07 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
204 Out of 285
Fixed Fee
3.00%
AUM (₹ Cr)
₹178.11 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
235 Out of 285
Fixed Fee
3.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Beacon Portfolio?
The hurdle rate of Beacon Portfolio is 15.00% or 10.00%.
What is the fixed fee charged in Beacon Portfolio ?
The fixed fee charged in Beacon Portfolio is 3.00%.
What is the variable fee charged in Beacon Portfolio ?
The variable fee charged in Beacon Portfolio is 2.00% Or 1.00%.
What is the profit sharing in Beacon Portfolio ?
The profit sharing in Beacon Portfolio is 20% Profit Sharing above 15% Hurdle Or 20% Profit Sharing above 10% Hurdle..
What is the minimum investment in Beacon Portfolio ?
The minimum investment in Beacon Portfolio is ₹50 Lacs
What type of scheme is Beacon Portfolio?
Beacon Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Beacon Portfolio?
The inception date of Beacon Portfolio is Jul 26, 2024.
What is the exit load of Beacon Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.