Geojit Financial Services Ltd., a prominent investment services firm and a leading provider of Portfolio Management Services, announced the launch of its Flexi Cap portfolio, the BEACON Fund, on Tuesday, August 20. This new fund aims to navigate investors through the complexities of the Indian equity markets by offering a versatile investment strategy.
As a Flexi Cap portfolio, the BEACON Fund is designed to deliver both stability and growth by investing across various market capitalisations, from large-cap companies to mid-cap and small-cap opportunities. This approach is intended to facilitate long-term wealth creation for investors.
The BEACON Fund offers several key features:
Broad Market Cap Exposure: The fund provides investors with access to a diverse range of companies, ensuring a well-balanced portfolio that captures opportunities across the market spectrum.
Focus on High-Quality Growth: The portfolio is constructed around high-quality growth companies, selected through rigorous analysis, to ensure resilience and sustained performance over time.
Strategic Flexibility: The fund is equipped to adapt its strategy in response to changing market conditions, positioning itself to take advantage of emerging trends while managing risks effectively.
Targeted Risk-Adjusted Returns: BEACON’s strategy emphasizes delivering superior risk-adjusted returns, aiming to outperform the broader market by blending comprehensive exposure with strategic adaptability.
Gopinath Natarajan, CEO – Portfolio & Managed Assets, expressed enthusiasm about the launch, stating, " The BEACON Fund represents our commitment to offering strategies that are both relevant for today’s investors and durable over the long term. This fund is crafted to be a reliable investment vehicle, maximizing market opportunities while adeptly navigating economic shifts ."
Pawan Parakh, the Fund Manager for Portfolio & Managed Assets, highlighted the fund’s strategic design, noting, " BEACON combines the stability of large-cap investments with the growth potential found in small and mid-caps, with the goal of delivering consistent and superior risk-adjusted returns over the long term. "
The BEACON Fund will be managed by Parakh, who brings 18 years of experience in fund management and institutional equity research. His career includes key roles at prestigious financial institutions such as Edelweiss, HDFC, HSBC, and Deloitte, where he has successfully managed large PMS schemes and consistently generated sustainable wealth for investors.
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