APMI

BEACON PORTFOLIO

Investment Approach Details

₹98.81

(AUM CR)

PMS Provider Name

Geojit Financial Services Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

26/07/2024

Age

3 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

3%

Variable Fees Structure

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

Exit Load

1st Year 1%

Purpose

Beacon portfolio being a Flexi cap fund would invest across all market caps. The objective is to take advantage of the stability of large-cap funds while leveraging opportunities to yield more returns from small and mid-caps. However, irrespective of the market cap, the aim is to invest in high quality growth companies to ensure long term wealth creation happens at low to moderate risk. The fund will be managed with the objective of capital appreciation over medium to long term and not for regular income generation for investors.

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

0.39

1 Year Turnover

NA