Geojit Advantage Portfolio

Higher growth potential over long term.

Advantage Portfolio – A Mid and Small cap portfolio.

About Advantage Portfolio

Invests in Mid and Small cap stocks with quality management, strong fundamentals and growth potential.
Invests across a wide gamut of fundamentally strong businesses with Mid and Small cap valuations.

Portfolio highlights

Launch Date
13.06.2003

Type
Open Ended – Growth

Fund style
Mid and Small cap

Minimum investment
INR 50 lacs

Benchmark
BSE 500 TRI

Why Advantage Portfolio?

Provides significant upside growth potential and is appropriate for investors seeking long term wealth creation through investment in companies with excellent prospects for growth.

PERFORMANCE (TWR) OF PORTFOLIOS As on : 31-05-2024

Scheme	1 Month	3 Month	6 Month	1 Year	2 Year	3 Year	5 Year	10 Year	Since Inception*
ADVANTAGE PORTFOLIO	-0.480	4.460	7.440	24.570	20.460	19.460	19.330	17.380	21.790
**S&P BSE 500 TRI / S&P BSE 500	0.830	5.200	17.740	34.590	23.260	18.060	18.190	18.020	16.760

**The benchmark index for investments on or after 30.04.2013 : S&P BSE 500 TRI, The benchmark index for investments prior to 30.04.2013:S&P BSE 500

*Returns are as on 31st May 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI.

Why Choose Geojit?

Well established promoters: BNP Paribas, C. J. George – Founder & MD - Geojit and Kerala State Industrial Development Corporation (KSIDC)

Multiple client support points: Wide network of branches across India and GCC countries, online and customer care service

In-depth Equity research and Mutual Fund recommendations by in house research and investment advisory teams

Joint Ventures in GCC countries with well-established companies and banks

Stable and strong, has a consolidated net worth of Rs. 621 Cr as on 31st Dec 2020

Assets under custody and management of Rs. 44,600 Cr as on 31st Dec 2020

One destination for all your investment needs and that of our over 1 million clients