IA Insight Report
IA Insight REPORT

DAKSHIN PORTFOLIO

Investment Approach Details

₹48.14

(AUM CR)
   

Geojit Financial Services Ltd

BSE 500 TRI

Equity

Equity

20/03/2019

6.6 Years

5000000

3%

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

1st Year 1%

   

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

0.23

0.77