IA Insight Report
IA Insight REPORT

ADVANTAGE PORTFOLIO

Investment Approach Details

₹984.01

(AUM CR)
   

Geojit Financial Services Ltd

BSE 500 TRI

Equity

Equity

13/06/2003

22.4 Years

5000000

3%

1. Fixed Fee 2% + 20% of the gains over and above 15% 2. Fixed Fee 1% + 20% of the gains over and above 10%

1st Year 1%

   

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.

Fund Manager Details

Mr.RUPIN MUKESH SHAH

20.00 years

rupin_shah@geojit.com

9995800146

Fund Manager

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2025

0.08

0.49