IA Insight Report
IA Insight REPORT

BEACON PORTFOLIO

Investment Approach Details

₹187.29

(AUM CR)
   

Geojit Financial Services Ltd

BSE 500 TRI

Equity

Equity

26/07/2024

1.2 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%

   

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.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

0.11

1.91