- Manager
- Geojit Financial Services
- Service
- Discretionary
- Asset class
- Equity
Beacon Portfolio
−2.87%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Geojit Financial Services’ Beacon Portfolio returned −2.87% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹183 crore across its clients.
Key numbers
- AUM
- ₹183 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −7.48% | −5.57% | −1.91% |
| 3 months | −9.88% | −3.59% | −6.29% |
| 6 months | +10.00% | +8.07% | +1.93% |
| 1 year | −2.87% | −2.33% | −0.54% |
| 2 years | −8.46% | −3.93% | −4.53% |
| Since inception | −6.87% | −1.06% | −5.81% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.02%₹176 Cr
- Cash and other2.75%₹5.03 Cr
- Mutual funds1.23%₹2.24 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹12.01 Cr
- Outflow, Sep 2026
- ₹2.40 Cr
- Net, Sep 2026
- ₹9.61 Cr
- Net, FY to date
- ₹12.07 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Beacon Portfolio returned?
−2.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.48%; 3 months: −9.88%; 6 months: 10.00%; 1 year: −2.87%; 2 years: −8.46%; Since inception: −6.87%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 0.54 percentage points behind.
How much does Beacon Portfolio manage?
₹183 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Beacon Portfolio?
Geojit Financial Services, a SEBI-registered portfolio manager (INP000003203), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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