APMI

DAKSHIN PORTFOLIO

Investment Approach Details

₹58.44

(AUM CR)

PMS Provider Name

Geojit Financial Services Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

20/03/2019

Age

6.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

3%

Variable Fees Structure

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

Exit Load

1st Year 1%

Purpose

A Multi cap Portfolio of 25 High Quality companies headquartered in 5 South Indian States.Â This isÂ an 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

Fund Manager Details


Mr. PAWAN PARAKH
Work Exp. NA
Email ID pawan_parakh@geojit.com
Mobile No 9288019644
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.01

1 Year Turnover

1.29