IA Insight Report
IA Insight REPORT

ETHICAL PORTFOLIO

Investment Approach Details

₹7.61

(AUM CR)
   

Geojit Financial Services Ltd

BSE 500 TRI

Equity

Equity

31/01/2022

3.8 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%

   

Ethical Portfolio is designed exclusively for clients preferring to invest in Shariah compliant stocks. Ethical Portfolio is created by Geojit Financial Services Limited (Geojit) in association with Taqwaa Advisory and Shariah Investment Solutions Private Limited (TASIS).

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

0.09

0.88