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Dakshin PortfolioA 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

Equity diversified

Launch Date
20.03.2019

Open end

Type
Open ended

Multi-cap fund growth

Fund style
Multi cap growth

investment with geojit

Minimum investment
INR 50 lacs

Nifty 500 benchmark

Benchmark
BSE 500 TRI

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.

PERFORMANCE (TWRR) OF PORTFOLIOS As on : 30-09-2024

1 Month 3 Month 6 Month 1 Year 2 Year 3 Year 5 Year 10 Year Since Inception
DAKSHIN PORTFOLIO -0.18 7.84 23.46 38.95 27.19 16.57 20.91 NA 17.33
**S&P BSE 500 TRI 2.09 7.65 20.20 40.98 28.71 18.39 22.39 NA 19.73

Returns are as on 30th September 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.

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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

Disclaimer:

This fund is not sponsored, endorsed, sold or promoted by MSCI Inc. (“MSCI”), any of its affiliates, any of its information providers or any other third party involved in, or related to, compiling, computing or creating any MSCI Index (collectively, the “MSCI Parties”). The MSCI Indexes are the exclusive property of MSCI. MSCI and the MSCI Index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by [licensee]. None of the MSCI parties makes any representation or warranty, express or implied, to the issuer or owners of this fund or any other person or entity regarding the advisability of investing in funds generally or in this fund particularly or the ability of any MSCI index to track corresponding stock market performance. MSCI or its affiliates are the licensors of certain trademarks, service marks and trade names and of the MSCI Indexes which are determined, composed and calculated by MSCI without regard to this fund or the issuer or owners of this fund or any other person or entity. None of the MSCI parties has any obligation to take the needs of the issuer or owners of this fund or any other person or entity into consideration in determining, composing or calculating the MSCI Indexes. None of the MSCI parties is responsible for or has participated in the determination of the timing of, prices at, or quantities of this fund to be issued or in the determination or calculation of the equation by or the consideration into which this fund is redeemable. Further, none of the MSCI parties has any obligation or liability to the issuer or owners of this fund or any other person or entity in connection with the administration, marketing or offering of this fund