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DAKSHIN PORTFOLIO

DAKSHIN PORTFOLIO is a Equity Portfolio Management Service launched by Geojit Financial Services Ltd on March 2019. Managed by Mr.RUPIN MUKESH SHAH, the fund holds ₹43 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 & above 15% 2. Fixed Fee 1% + 20% of the gains over & above 10%% performance fee. Trailing returns: -7.95% (1Y), 5.4% CAGR (3Y), 9.78% since inception. Performance data as of July 2026.

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DAKSHIN PORTFOLIO

Geojit Financial Services Ltd

42.52 CR AUM

DAKSHIN PORTFOLIO

DAKSHIN PORTFOLIO

Geojit Financial Services Ltd

42.52 CR AUM

BSE 500 TRI
Benchmark
7yr 3mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over & above 15% 2. Fixed Fee 1% + 20% of the gains over & above 10%
Variable Fees
1st Year 1%
Exit Load
BSE 500 TRI
Benchmark
7yr 3mo
Age
EQUITY
Strategy
3%
Fixed Fees
1. Fixed Fee 2% + 20% of the gains over & above 15% 2. Fixed Fee 1% + 20% of the gains over & 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?

A Multi cap Portfolio of 25 High Quality companies headquartered in 5 South Indian States. This isan equally weighted portfolio and will have only stocks with full market capitalization of less than 50,000 Crores. Dakshin Portfolio is a Passive Portfolio based on the custom index - MSCI South India Domestic High Quality 25 Index constructed by MSCI for Geojit Financial Services Ltd

How has DAKSHIN PORTFOLIO performed?

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Wealth Creation Calculator

1M IA return
1.50%
1M benchmark return
1.73%
Alpha
-0.23%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.50%
1M benchmark return
1.73%
Alpha
-0.23%
1M Wealth multiple
1.01x

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