- Category
- III
- Strategy
- Long-short (conservative)
- Fund house
- Geojit Financial Services
Geojit Yield Plus Fund
+15.40%
1-year return, gross of fees
Benchmark BSE 500 TRI · data as of 30 Sep 2026
Geojit Yield Plus Fund, a Category III long-short (conservative) AIF from Geojit Financial Services, returned 15.40% (gross of fees) in the year to 30 Sep 2026. It began on 30 Jul 2025.
Key numbers
- AUM
- —
- Benchmark
- BSE 500 TRI
- Launched
- 30 Jul 2025
- Min. investment
- ₹1 crore
- Returns basis
- Gross of fees
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | +1.14% | +0.56% |
| 3 months | +3.49% | +1.69% |
| 6 months | +7.68% | +3.41% |
| 1 year | +15.40% | +6.77% |
| Since inception | +18.04% | +7.91% |
Gross of fees, as Geojit Financial Services reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-short (conservative)
- Market-cap style
- —
- Asset type
- —
- Benchmark
- BSE 500 TRI
- Fund manager
- Dhiraj Tanwar
Investment approach
The objective of the Fund is to carry on the activity of an open-ended scheme of a Category III AIF with the view to generate return for Investors.
The primary objective of the Fund will be to generate absolute returns over the medium term, while investing in instruments like cash equities, equity derivatives including futures and options, debt and debt related instruments, warrants, index derivatives including index futures and options and other permissible securities/products in accordance with the AIF Regulations.
About the fund manager
Mr Dhiraj Tanwar — Fund Manager
Dhiraj has 18+ years of experience with a robust background in various areas of finance viz. Financial Planning, Advisory Services & Portfolio Management. He holds expertise in Equities, Derivatives, Mutual funds, Bonds & Currencies Segment. Prior to joining Geojit , he served as a Fund Manager for AIF at Yes Securities India Limited. He has worked with Motilal Oswal Financial Services and IIFL, gaining actionable insights into Equities and Derivatives. He started his career with Edelweiss in January 2007 in their Treasury division where he devised arbitrage and options strategies in cash and futures markets.
As the fund house describes it.
FAQs
What has Geojit Yield Plus Fund returned?
15.40% (1-year return) to 30 Sep 2026, gross of fees, as Geojit Financial Services reports it. 1 month: 1.14%; 3 months: 3.49%; 6 months: 7.68%; 1 year: 15.40%; Since inception: 18.04%.
What kind of AIF is Geojit Yield Plus Fund?
A Category III AIF following a long-short (conservative) strategy. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Geojit Yield Plus Fund’s stated minimum is ₹1 crore.
Who manages Geojit Yield Plus Fund?
Geojit Financial Services runs it; the fund manager is Dhiraj Tanwar.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Geojit Yield Plus Fund’s are gross of fees. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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