Geojit Financial Services Ltd., a leading investment services company and trusted portfolio management service, on Tuesday (August 20) announced the launch of its flexible cap portfolio, BEACON Fund, to guide investors through the complexities of Indian equity markets.
As a flexible capitalization portfolio, BEACON offers a unique combination of stability and growth potential by investing across all market capitalizations and will therefore help in wealth creation for investors.
Key highlights of the BEACON Fund:
• Comprehensive market capitalization exposure: The BEACON Fund is designed to provide investors with seamless exposure to companies of all sizes, from the largest to the most promising mid- and small-cap companies. This approach ensures a balanced portfolio that captures the full breadth of market opportunities.
• High-quality growth portfolio: The fund is meticulously designed with a focus on high-quality growth companies, carefully selected based on rigorous research and analysis. This emphasis on quality ensures that the portfolio is resilient, with strong potential for consistent long-term growth.
• Strategic Flexibility: In a constantly evolving economic landscape, the BEACON Fund stands out for its ability to change and adapt its portfolio strategy to align with current market cycles. This flexibility allows for proactive adjustments, ensuring the fund remains well positioned to take advantage of emerging trends and navigate potential risks.
• Risk-Adjusted Outperformance: The BEACON Fund’s strategy is based on a commitment to deliver risk-adjusted outperformance. By combining comprehensive market exposure with a focus on quality and strategic adaptability, the fund seeks to generate returns that outperform the broader market while carefully managing risk.
Commenting on the launch of the fund, Gopinath Natarajan, Executive Director, Portfolio and Asset Management, said, “In our constant endeavour to introduce strategies that are not only relevant to today’s investors but also stand the test of time, we are excited to introduce investors to the BEACON Fund.
This fund aims to offer a reliable and resilient investment vehicle that maximises market opportunities and adapts to changing economic landscapes. The BEACON Fund has been designed to be a fundamental investment for the long-term growth investor, integrating a very keen eye on risk management.”
Pawan Parakh, Portfolio Manager and Asset Manager, said: “BEACON combines the stability of large-cap companies with the growth potential of small- and mid-cap companies with the aim of delivering consistent and superior risk-adjusted returns over the long term.”
The BEACON Fund will be managed by Pawan Parakh, who has 18 years of experience in fund management and institutional equity research. During this period, Parakh has had an impressive career path, holding key positions in several financial institutions including Edelweiss, HDFC, HSBC and Deloitte. As an experienced fund manager, Pawan has successfully managed large PMS schemes, consistently generating sustainable wealth for investors.
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