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Beacon Portfolio

A Flexi-Cap Investment Strategy for Balanced Growth

About Beacon Portfolio

Beacon is a dynamic flexi-cap portfolio, meticulously designed to offer a balanced investment strategy that capitalizes on the strengths of all market capitalizations—large, mid, and small-cap stocks.
By blending the stability of large-cap investments with the growth potential of small and mid-cap stocks, Beacon provides investors with a well-rounded approach to long-term wealth creation. This portfolio is perfect for investors seeking capital appreciation over the medium to long term with a low to moderate risk profile.

Portfolio highlights

Equity diversified

Launch Date
26.07.2024

Open end

Type
Balanced Growth

Multi-cap fund growth

Fund style
Flexi-Cap

investment with geojit

Minimum investment
INR 50 lacs

Nifty 500 benchmark

Benchmark
BSE 500 TRI

Why Beacon Portfolio?

  • Flexible Market Cap Approach

    Invests across large, mid, and small-cap stocks to navigate through different market cycles while maintaining a balance between growth and stability.

  • Quality-Focused Growth

    Targets high-quality growth companies for long-term wealth creation with a focus on minimizing risks.

  • Professional Management

    Benefit from expert management that actively adjusts the portfolio in response to market conditions, ensuring optimal performance.

  • Capital Appreciation

    Focuses on generating medium to long-term capital growth, making it ideal for investors prioritizing growth over immediate income

PERFORMANCE (TWRR) OF PORTFOLIOS As on : 31-10-2024

Scheme 1 Month 3 Month 6 Month 1 Year 2 Year 3 Year 5 Year 10 Year Since Inception*
BEACON PORTFOLIO -5.025 -3.048 00.00 00.00 00.00 00.00 00.00 00.00 -2.968
**S&P BSE 500 TRI -6.447 -3.575 00.00 00.00 00.00 00.00 00.00 00.00 -2.579

*Returns are as on 31st October 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.

Investment Approach

  • Navigating the Markets with Precision

    Beacon Portfolio, a flexi cap strategy from Geojit PMS, employs a sophisticated investment approach designed to navigate market complexities. By combining both top-down and bottom-up strategies, the Beacon Portfolio ensures a balanced and responsive investment structure that adapts to shifting market dynamics.

  • Sector Selection

    Our Flexi-Cap Investment strategy begins with a top-down approach, the fund identifies growth leaders for the next market cycle and outweighs those sectors.

  • Stock Selection

    A bottom-up analysis helps pinpoint individual companies with strong growth potential that align with the Beacon portfolio’s long-term growth objectives.

  • Portfolio Construction

    The Beacon Portfolio is crafted with a diversified mix of approximately 25 stocks, carefully selected. Our portfolio construction strategy emphasizes overweighting sectors that align with the current business and economic cycle. To maintain balance, we cap single sector exposure at 20%, except for the BFSI (Banking, Financial Services, and Insurance) sector, and individual stock exposure is limited to 10%.

  • Blending Strategic and Tactical Investments

    Beacon Portfolio approach includes a blend of strategic long-term investments and tactical short to medium-term opportunities by capitalizing on market mispricing and generate alpha.

  • Risk Management

    Risk management is a cornerstone of the Beacon Portfolio’s investment approach. The portfolio undergoes regular rebalancing, and a disciplined exit strategy help manage risk and capitalize on new opportunities.

Investment Framework

The Beacon Portfolio operates within a meticulously designed Investment Framework that guides all investment decisions This framework is structured around key principles that ensure disciplined and strategic investment management:

  • Growth Leadership

    We prioritize investing in companies that are not only leaders in their respective sectors but also exhibit strong growth potential. By focusing on sector and market leaders, the Beacon Portfolio aims to deliver superior returns.

  • Efficient Use of Capital:

    Our portfolio managers are committed to maximizing the efficiency of capital deployment, ensuring that every investment decision contributes to the overall growth of the Flexi-Cap Investment strategy.

  • Objectivity and Bias-Free Analysis

    We employ a rigorous and objective analysis process, free from biases, to identify the best opportunities in the market. This ensures that investments in the Beacon Portfolio are based on sound fundamentals rather than market noise.

  • Justified Valuations

    We seek out companies with justified valuations, ensuring that our investments are both strategically sound and financially prudent. This helps in maintaining the integrity and performance of the Beacon Portfolio.

  • In-Depth Research

    Our investment decisions are backed by comprehensive research and analysis. We delve deep into company fundamentals, industry trends, and economic indicators to inform our stock selection process.

  • Thought Leadership

    The Beacon Portfolio benefits from the thought leadership of our experienced portfolio managers, who bring their extensive knowledge and expertise to the table. This leadership is crucial in navigating complex market environments and achieving the fund’s long-term objectives.

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