Geojit Ethical Portfolio

Grow your wealth. Invest in principle-based stocks

Ethical Portfolio – A unique multi cap portfolio.

About Ethical Portfolio

Ethical Portfolio is exclusively designed for individuals looking to invest in principle-based stocks with NSE Nifty50 Shariah as the benchmark. The focus will be on the upcoming sectors and sectors that are beneficiaries of the reforms undertaken in the economy.

Portfolio highlights

Launch Date
31.01.2022

Type
Open-ended

Fund style
Multicap – Growth

Minimum investment
INR 50 lacs

Benchmark
BSE 500 TRI

Why Ethical Portfolio?

Carefully curated by Geojit in association with Taqwaa Advisory and Shariah Investment Solutions Private Limited (TASIS), Ethical Portfolio helps you create wealth in accordance with Shariah laws. We screen stocks against a Quantitative and Qualitative internal framework. In Quantitative screening, we use metrics like High Growth, High ROCE, High Cash Flow Conversion and Low Leverage. In Qualitative screening, we assess companies based on their Corporate Governance practices, Promoter Track Record and Promoter Share Pledges.

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

	1 Month	3 Month	6 Month	1 Year	2 Year	3 Year	4 Year	5 Year	7 Year	10 Year	Since Inception
ETHICAL PORTFOLIO	-2.473	-9.588	-4.144	10.626	14.571	NA	NA	NA	NA	NA	9.613
**S&P BSE 500 TRI	-1.496	-7.794	-0.736	15.771	21.032	NA	NA	NA	NA	NA	15.965

Geojit Ethical Portfolio is based on a theme which changes as per the market trend. The calculated back test return is not based on scientific method.

*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?

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

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