South India stock

Higher growth potential over long term.

Advantage Portfolio – A Mid and Small cap portfolio.

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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

Equity diversified

Launch Date
13.06.2003

Open end

Type
Open Ended – Growth

Multi-cap fund growth

Fund style
Mid and Small cap

investment with geojit

Minimum investment
INR 50 lacs

Nifty 500 benchmark

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 (TWRR) OF PORTFOLIOS As on : 31-12-2024

Scheme 1 Month 3 Month 6 Month 1 Year 2 Year 3 Year 4 Year 5 Year 7 Year 10 Year Since Inception*
ADVANTAGE PORTFOLIO -1.598 -6.985 -2.038 8.482 19.508 14.944 23.361 23.187 12.206 14.085 21.355
**S&P BSE 500 TRI / S&P BSE 500 -1.496 -7.794 -0.736 15.771 21.032 15.349 19.218 19.045 14.366 14.032 16.594
**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 December 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?

promoters

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

Geojit Countrywide network

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

Joint Ventures

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

One destination Investment plan

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

Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage