Geojit Dakshin Portfolio

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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

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 83.73% returns over 1-year vis à vis 68.85% return from Nifty 500 for the same period.

Performance as on 31-10-2021*

	3 Months	6 Months	1 Year	2 Years	Since Inception
DAKSHIN	8.30%	22.20%	54.70%	28.08%	18.50%
NIFTY 500	11.70%	22.20%	61.10%	24.98%	19.70%

Dakshin Portfolio Inception: 20.03.2019

*Return (TWR) up to one year is Absolute and more than one year is CAGR. 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