South India stock

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

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 : 30-06-2025

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 3.922 16.122 1.850 -0.162 13.706 18.234 15.785 28.429 13.865 13.321 20.932
**S&P BSE 500 TRI / S&P BSE 500 3.683 10.768 5.903 5.123 20.535 21.669 16.041 24.019 15.732 14.426 16.463
Portfolio Performance to be updated as on 30th June 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?

promoters

We are backed by strong shareholders, which include BNP Paribas, Mr. C.J.George, KSIDC (Kerala State Industrial Development Corporation) and Rekha Rakesh Jhunjhunwala.

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