Geojit PMS or Portfolio Management Review 2025

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.1604.30 Cr.
Avg. 1 Year Return	-1.14%
Active Clients	2289
No. of Strategies	5
Minimum Investment	Rs.50 Lakh
Experience	39 Years

Geojit PMS - Company Overview

Geojit Portfolio Management Service Performance or Returns

1 Year Return

-1.14%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

7.49%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

9.44%

Nifty 50 - 5 Year Return

11.60%

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	Beacon Portfolio
Start Date	13-Jun-03	23-Nov-11	20-Mar-19	31-Jan-22	26-Jul-24
Category	Small & Mid Cap	Mid & Large Cap	Multi Cap & FLEXI CAP	Multi Cap & FLEXI CAP	MULTI CAP & FLEXI CAP
Benchmark	S&P BSE 500 TRI	Nifty 50 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI
AUM (Rs.)	Rs.1161.63 Cr.	Rs.174.90 Cr.	Rs.42.36 Cr.	Rs.10.07 Cr.	Rs.178.11 Cr.
No. of Stocks	35	35	25	29	NA
1 Yr. Return	5.99%	-1.31%	-6.90%	-3.74%	0.28%
3 Yr. Return	11.45%	5.36%	6.98%	6.17%	NA
5 Yr. Return	14.00%	7.50%	6.81%	NA	NA
Fund Manager	Mr. Rupin Mukesh Shah	Mr. Rupin Mukesh Shah	Mr. Rupin Mukesh Shah	Mr. Rupin Mukesh Shah	Mr. Rupin Mukesh Shah