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Geojit - Advantage Portfolio
Geojit - Advantage Portfolio

Geojit - Advantage Portfolio

  • Geojit Financial Services Ltd
  • Small AND Mid Cap
  • 19
    Out of 30*
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PMS Bazaar
Portfolio age23 years
1.38%
-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 (3.12%)
Allocation by Market Cap
Small Cap (64.28%)
Mid Cap (16.04%)
Large Cap (16.56%)
Sector Holdings
  • Financial Services21.86%
  • Capital Goods20.54%
  • Automobile and Auto Components14.87%
  • Healthcare14.79%
  • Consumer Durables13.7%
Stock Holdings
  • Hitachi Energy India Ltd5.54%
  • Karur Vysya Bank Ltd5.3%
  • Karur Vysya Bank Ltd.5.18%
  • Fiem Industries Ltd5.01%
  • Jb Chemicals And Pharmaceuticals Ltd4.59%

bt_logoPORTFOLIO MANAGERS

Rupin Mukesh Shah
  • Manager Rank33 Out of 40
    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)
₹1,161.63 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
36 Out of 59
Fixed Fee
3.00%
AUM (₹ Cr)
₹306.19 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹59.93 Cr
Hurdle Rate
15.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 59
Fixed Fee
No Option
AUM (₹ Cr)
₹128.57 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹917.38 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 59
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 Geojit - Advantage Portfolio?
The hurdle rate of Geojit - Advantage Portfolio is 15.00% or 10.00%.
What is the fixed fee charged in Geojit - Advantage Portfolio ?
The fixed fee charged in Geojit - Advantage Portfolio is 3.00%.
What is the variable fee charged in Geojit - Advantage Portfolio ?
The variable fee charged in Geojit - Advantage Portfolio is 2.00% Or 1.00%.
What is the profit sharing in Geojit - Advantage Portfolio ?
The profit sharing in Geojit - Advantage Portfolio is 20% Profit Sharing above 15% Hurdle Or 20% Profit Sharing above 10% Hurdle..
What is the minimum investment in Geojit - Advantage Portfolio ?
The minimum investment in Geojit - Advantage Portfolio is ₹50 Lacs
What type of scheme is Geojit - Advantage Portfolio?
Geojit - Advantage Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Geojit - Advantage Portfolio?
The inception date of Geojit - Advantage Portfolio is Jun 13, 2003.
What is the exit load of Geojit - Advantage Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.