Geojit PMS or Portfolio Management Review 2024

Geojit PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Geojit Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.877.90 Cr.
Avg. 1 Year Return	24.66%
Active Clients	1249
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	37 Years

Geojit PMS - Company Overview

Geojit Portfolio Management Service Performance or Returns

1 Year Return

24.66%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.91%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

12.52%

Nifty 50 - 5 Year Return

11.52%

Geojit PMS Commission, Charges or Fees

Fixed Fees

1% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 15% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Best Strategies by Geojit Portfolio Management Services

Check out various strategies or Investment approaches provided by Geojit Portfolio Managers.

Strategy Name	Advantage Portfolio	Freedom Portfolio	Dakshin Portfolio	Ethical Portfolio
Start Date	13-Jun-03	23-Nov-11	20-Mar-19	31-Jan-22
Category	Small & Mid Cap	Large & Mid Cap	Multi Cap	Multi Cap
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500	S&P BSE 500
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	35	35	25	29
1 Yr. Return	34.38%	19.07%	42.23%	26.70%
3 Yr. Return	27.08%	16.17%	20.17%	NA
5 Yr. Return	20.46%	14.84%	NA	NA
Fund Manager	Ms. Deepali Jose	Ms. Deepali Jose	Ms. Deepali Jose	Ms. Deepali Jose