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Beacon Portfolio
Beacon Portfolio

Beacon Portfolio

  • Geojit Financial Services Ltd
  • Multi Cap AND Flexi Cap
  • 182
    Out of 235*
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Portfolio age1 year, 4 months
5.11%
4.27%
Hurdle Rate**15% Or 10%
Fixed fee3.00%
Min. Investment₹50 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 31/10/2025)
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 (1.08%)
Allocation by Market Cap
Small Cap (41.08%)
Mid Cap (20.9%)
Large Cap (30.36%)
Sector Holdings
  • Financial Services35.18%
  • Capital Goods12.38%
  • Construction9.43%
  • Fast Moving Consumer Goods8.27%
  • Information Technology7.79%
Stock Holdings
  • Larsen and Toubro Ltd6.58%
  • Hdfc Bank Ltd6.45%
  • Lnt Finance Holdings Ltd6.26%
  • Bajaj Finance Ltd5.82%
  • Persistent Systems Limited5.35%

bt_logoPORTFOLIO MANAGERS

Rupin Mukesh Shah
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr0.55%
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
  • table
  • Grid
Compare
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 53
Fixed Fee
3%
Scheme Return
5.79%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Beacon Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 251
Fixed Fee
3.00%
Scheme Return
5.11%
Benchmark Return
4.27%
Geojit - Ethical Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
181 Out of 251
Fixed Fee
3%
Scheme Return
2.78%
Benchmark Return
4.27%
Geojit - Dakshin Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
235 Out of 251
Fixed Fee
3%
Scheme Return
1.22%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jul 26, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
3.00%
Variable Fee
2% Or 1%
Hurdle Rate
15% Or 10%
Profit Sharing
20% Profit Sharing above 15% Hurdle Or 20% Profit Sharing above 10% Hurdle.
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Fund would be a flexi cap fund and as the name suggest, it would invest across all market caps. The objective is to take advantage of the stability of large-cap funds whileleveraging opportunities to yield more returns from small and mid-caps

Investment Approach

Quality Management, Growth, At reasonable Price

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Beacon Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
48 Out of 251
Fixed Fee
3.00%
Scheme Return
5.11%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 1518.89 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 1 Mid And Large Cap and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,518.89 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 53
Fixed Fee
3%
Scheme Return
5.79%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Beacon Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 251
Fixed Fee
3.00%
Scheme Return
5.11%
Benchmark Return
4.27%
Geojit - Ethical Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
181 Out of 251
Fixed Fee
3%
Scheme Return
2.78%
Benchmark Return
4.27%
Geojit - Dakshin Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
235 Out of 251
Fixed Fee
3%
Scheme Return
1.22%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Beacon Portfolio?
The hurdle rate of Beacon Portfolio is 15% Or 10%.
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% Or 1%.
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.

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