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 : 31-08-2025
| 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 |
-3.39 |
0.37 |
15.89 |
-7.38 |
7.67 |
11.22 |
13.15 |
23.74 |
12.48 |
12.11 |
20.57 |
| **S&P BSE 500 TRI / S&P BSE 500 |
-1.75 |
-0.90 |
13.62 |
-4.71 |
15.95 |
14.39 |
12.50 |
20.31 |
13.51 |
14.26 |
16.07 |
Portfolio Performance to be updated as on 31st July 2025.
BSE 500 Total Return Index (TRI) data is available from 30 April 2013. Portfolio performance is benchmarked to the BSE 500 TRI from that date onward. For any periods that include dates prior to 30 April 2013, the portfolio performance is benchmarked against the BSE 500 Price Index.
Performance calculated using daily TWRR returns; normalized NAV to calculate absolute returns for period <=1 year and CAGR for period >1 year.
The performance data is not verified by SEBI. Any change in investment approach may have an impact on portfolio performance.
Why Choose Geojit?
We are backed by strong shareholders,
which include BNP Paribas,
Mr. C.J.George,
KSIDC (Kerala State Industrial Development Corporation)
and Rekha Rakesh Jhunjhunwala.
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
