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BEACON PORTFOLIO
Geojit Financial Services Ltd
156.18 CR AUM
BEACON PORTFOLIO
Geojit Financial Services Ltd
156.18 CR AUM
BSE 500 TRI
Benchmark
1yr 8mo
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 8mo
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
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.
pawan parakh
Fund Manager
EQUITYStrategies
He is responsible for managing flexicap/multicap/mid & small-cap funds within the PMS & AIF platforms.
1OF2
Purpose
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.
Investment Approach v/s Benchmark Metrics
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1M IA return
-11.78%
1M benchmark return
-11.37%
Alpha
-0.41%
1M Wealth multiple
0.88x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-11.78%
1M benchmark return
-11.37%
Alpha
-0.41%
1M Wealth multiple
0.88x
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