Geojit - Ethical Portfolio

Geojit - Ethical Portfolio

EQUITY MULTI CAP
Created by Geojit Financial Services in association with Taqwaa Advisory and Shariah Investment Solutions (TASIS).
+8.26%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
31 Jan '22
Total AUM
₹8.33Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity90.7%
Cash9.3%
₹8Cr
Equity market cap split
Large Cap42.1%
Small Cap31.2%
Mid Cap17.6%
₹8Cr
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
0.00%
PMS management

PB
PAWAN BANSHI PARAKH
Fund Manager, PMS
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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.

DJ
Deepali Jose
Fund Manager
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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
Geojit Financial Services Ltd
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