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FREEDOM PORTFOLIO

FREEDOM PORTFOLIO is a Equity Portfolio Management Service launched by Geojit Financial Services Ltd on November 2011. Managed by Mr. PAWAN PARAKH, the fund holds ₹179 Cr in AUM and benchmarks against Nifty 50 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: -2.17% (1Y), 5.21% CAGR (3Y), 12.83% since inception. Performance data as of July 2026.

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FREEDOM PORTFOLIO

Geojit Financial Services Ltd

179.38 CR AUM

FREEDOM PORTFOLIO

FREEDOM PORTFOLIO

Geojit Financial Services Ltd

179.38 CR AUM

Nifty 50 TRI
Benchmark
14yr 7mo
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
Nifty 50 TRI
Benchmark
14yr 7mo
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

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.
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.
1OF2

What is this fund's investment 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

How has FREEDOM PORTFOLIO performed?

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Wealth Creation Calculator

1M IA return
2.52%
1M benchmark return
1.67%
Alpha
0.85%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.52%
1M benchmark return
1.67%
Alpha
0.85%
1M Wealth multiple
1.03x

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