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Geojit - Freedom Portfolio
Geojit - Freedom Portfolio

Geojit - Freedom Portfolio

  • Geojit Financial Services Ltd
  • Mid AND Large Cap
  • 6
    Out of 9*
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Portfolio age14 years
5.77%
4.62%
Hurdle Rate**15% Or 10%
Fixed fee3%
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 (3.9%)
Allocation by Market Cap
Small Cap (5.23%)
Mid Cap (12.52%)
Large Cap (70.05%)
Sector Holdings
  • Financial Services34.04%
  • Capital Goods18.36%
  • Oil, Gas & Consumable Fuels8.3%
  • Information Technology6.6%
  • Healthcare Services6.53%
Stock Holdings
  • Reliance Industries Ltd8.3%
  • Hdfc Bank Ltd7.52%
  • Cholamandalam Investment And Finance Company Ltd6.55%
  • CG Power and Industrial Solutions Ltd6.32%
  • Bharat Electronics Ltd5.19%

bt_logoPORTFOLIO MANAGERS

Rupin Mukesh Shah
  • Manager Rank11 Out of 11
    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
Nov 23, 2011
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not 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%
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

To invest across a wide gamut of fundamentally strong business in the large cap, mid cap and small cap stocks. To identify mispriced stocks with high growth potential and available at reasonable valuations.

Investment Approach

Quality Management, Growth, At reasonable Price.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 20
Fixed Fee
2.25%
Scheme Return
4.08%
Benchmark Return
4.27%
*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 Geojit - Freedom Portfolio?
The hurdle rate of Geojit - Freedom Portfolio is 15% Or 10%.
What is the fixed fee charged in Geojit - Freedom Portfolio ?
The fixed fee charged in Geojit - Freedom Portfolio is 3%.
What is the variable fee charged in Geojit - Freedom Portfolio ?
The variable fee charged in Geojit - Freedom Portfolio is 2% Or 1%.
What is the profit sharing in Geojit - Freedom Portfolio ?
The profit sharing in Geojit - Freedom Portfolio is 20% Profit Sharing above 15% Hurdle Or 20% Profit Sharing above 10% Hurdle..
What is the minimum investment in Geojit - Freedom Portfolio ?
The minimum investment in Geojit - Freedom Portfolio is ₹50 Lacs
What type of scheme is Geojit - Freedom Portfolio?
Geojit - Freedom Portfolio is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Geojit - Freedom Portfolio?
The inception date of Geojit - Freedom Portfolio is Nov 23, 2011.
What is the exit load of Geojit - Freedom Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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