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BEACON PORTFOLIO

BEACON PORTFOLIO is a Equity Portfolio Management Service launched by Geojit Financial Services Ltd on July 2024. Managed by Mr.RUPIN MUKESH SHAH, the fund holds ₹184 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: 2.77% (1Y), -2.62% since inception. Performance data as of July 2026.

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BEACON PORTFOLIO

Geojit Financial Services Ltd

183.55 CR AUM

BEACON PORTFOLIO

BEACON PORTFOLIO

Geojit Financial Services Ltd

183.55 CR AUM

BSE 500 TRI
Benchmark
1yr 11mo
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
1yr 11mo
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?

Beacon portfolio being a Flexi cap fund would invest across all market caps. The objective is to take advantage of the stability of large-cap funds while leveraging opportunities to yield more returns from small and mid-caps. However, irrespective of the market cap, the aim is to invest in high quality growth companies to ensure long term wealth creation happens at low to moderate risk. The fund will be managed with the objective of capital appreciation over medium to long term and not for regular income generation for investors.

How has BEACON PORTFOLIO performed?

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Wealth Creation Calculator

1M IA return
4.43%
1M benchmark return
1.73%
Alpha
2.70%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.43%
1M benchmark return
1.73%
Alpha
2.70%
1M Wealth multiple
1.04x

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