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Dakshin Portfolio – A South India based multi-cap portfolio

About Dakshin Portfolio

Dakshin Portfolio is a first of its kind concept and theme in the industry. The objective of this portfolio is to invest only in South India based companies. It’s a multi-cap portfolio of 25 high-quality companies headquartered in South Indian states. Dakshin Portfolio is an equally weighted portfolio and only has stocks with a full market capitalization of less than INR 50,000 Crores.

This is a portfolio based on the custom index – MSCI South India Domestic High Quality 25 Index – constructed by MSCI for Geojit Financial Services Ltd.

Portfolio highlights


Category
Equity diversified


Type
Open ended


Fund style
Multi-cap growth


Minimum investment
INR 50 lacs


Benchmark
Nifty 500

Why Dakshin Portfolio?

There are many South India based companies that have consistently delivered superior performance and have excellent management to back it. The portfolio incorporates stocks from a wide spectrum of industries and niche product offerings.

These companies provide the necessary defensive anchor to one’s portfolio

Dakshin Portfolio gave 15.06% return over 1-year vis à vis 14.61% return from Nifty 500 for the same period.

Performance (Absolute) of Portfolios as on 31.01.2021

6 Month 9 Month 1 Year Since Inception
DAKSHIN 30.67% 52.45% 15.06% 17.18%
NIFTY 500 25.09% 41.05% 14.61% 19.18%
Dakshin Portfolio Inception: 30.04.2019

Dakshin Portfolio top picks include






Why Choose Geojit for PMS?


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


Multiple client support points: Countrywide network of 457 branches, online, customer care and WhatsApp channel


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


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