Geojit
Geojit · Portfolio Management Services
Ethical Portfolio is a PMS (Portfolio Management Services) strategy from Geojit. It has returned -3.50% over 1 year, +1.90% over 3 years, as reported by the fund manager. It manages about ₹12.4 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Ethical Portfolio has returned -6.80% (1 month), -4.00% (3 months), +11.50% (6 months), -3.50% (1 year), +1.90% (3 years), +4.10% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Ethical Portfolio is offered by Geojit, a SEBI-registered portfolio manager.