GEOJIT-BEACON PORTFOLIO

GEOJIT-BEACON PORTFOLIO

EQUITY FLEXI CAP
Quality Management, Growth, At reasonable Price
+4.05%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
26 Jul '24
Total AUM
₹193.91Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.3%
Cash2.7%
₹194Cr
Equity market cap split
Small Cap41.1%
Large Cap36.9%
Mid Cap20.9%
₹189Cr
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

PB
PAWAN BANSHI PARAKH
Fund Manager, PMS
View details

About
Pawan Parakh is a Fund Manager at Geojit Financial Services. Pawan has 18 years of experience in Fund Management & Institutional equity research. During this period, he has worked with marquee organizations like Edelweiss, HDFC, HSBC & Deloitte. As a fund manager, Pawan has a track record of managing large PMS schemes and has generated sustainable wealth on a consistent basis. As a sell-side analyst, Pawan has been amongst the top-rated analysts in Asia money and other such ranking platforms. Pawan actively interacts with company managements and industry experts to have a better understanding of ground realities and future emerging trends.
PMS house
Geojit Financial Services Ltd
Geojit Financial Services Ltd
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