PMSAIFGet AccreditedStock Holding Movement

ADVANTAGE PORTFOLIO

ADVANTAGE PORTFOLIO is a Equity Portfolio Management Service launched by Geojit Financial Services Ltd on June 2003. Managed by Mr.RUPIN MUKESH SHAH, the fund holds ₹1217 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 3%% fixed fee and 1. Fixed Fee 2% + 20% of the gains over and above 15% 2. Fixed Fee 1% + 20% of the gains over and above 10%% performance fee. Trailing returns: 4.53% (1Y), 10.83% CAGR (3Y), 20.93% since inception. Performance data as of July 2026.

›Fund Details
Learn

ADVANTAGE PORTFOLIO

Geojit Financial Services Ltd

1,216.90 CR AUM

ADVANTAGE PORTFOLIO

ADVANTAGE PORTFOLIO

Geojit Financial Services Ltd

1,216.90 CR AUM

BSE 500 TRI
Benchmark
23yr 1mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over and above 15% 2. Fixed Fee 1% + 20% of the gains over and above 10%
Variable Fees
1st Year 1%
Exit Load
BSE 500 TRI
Benchmark
23yr 1mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over and above 15% 2. Fixed Fee 1% + 20% of the gains over and above 10%
Variable Fees
1st Year 1%
Exit Load
Fund manager

rupin mukesh shah

Fund Manager
EQUITYStrategies

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.

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.
Fund manager

pawan parakh

Fund Manager
EQUITYStrategies

He is responsible for managing flexicap/multicap/mid & small-cap funds within the PMS & AIF platforms.

He is responsible for managing flexicap/multicap/mid & small-cap funds within the PMS & AIF platforms.
1OF2

What is this fund's investment objective?

Positioned to invest predominantly in equities of mid cap & Small cap companies. The fund will normally invest in stocks of Mid cap & Small cap companies having sound track record, quality management, earnings and growth potential, strong fundamentals.

How has ADVANTAGE PORTFOLIO performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
2.52%
1M benchmark return
1.73%
Alpha
0.79%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
2.52%
1M benchmark return
1.73%
Alpha
0.79%
1M Wealth multiple
1.03x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ