Geojit - Advantage Portfolio
EQUITY MID & SMALL CAP
A portfolio positioned to invest predominantly in the equities of mid-cap and small-cap companies.
+14.02%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
13 Jun '03
Total AUM
₹1,056.37Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.8%
Cash5.2%
Equity market cap split
Small Cap63.6%
Large Cap17.6%
Mid Cap15.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
DJDeepali JoseFund ManagerView details
DJ
Deepali Jose
Fund Manager
View details
About
Deepali Jose has a graduate degree from Fergusson College of Arts and Science, Pune and has studied her MBA from the prestigious Symbiosis Institute of Business Management Pune (batch of 2002) in Marketing and Finance. Prior to joining Geojit Financial Services Ltd, Deepali has worked in leadership roles in the Investment industry for over 20 yrs. She has been associated with various organizations like Canara Robeco Asset Management Company Ltd, UTI Mutual Fund, NISM, Centre for Investment Education and Learning and Tata Donnelley Ltd
Experience
Over 20 years of experience in leadership roles within the investment industry.
Investment philosophy
Specializes in investment management with a background in finance and marketing.
Previously worked at
- Canara Robeco Asset Management Company Ltd
- UTI Mutual Fund
- NISM
- Centre for Investment Education and Learning
Awards
- Holds an MBA in Marketing and Finance from the prestigious Symbiosis Institute of Business Management. Has been associated in leadership roles with various organizations in the investment industry.
PMS house
Geojit Financial Services Ltd
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