Choose Smartfolios, our hassle free, data driven platform where equity investments meet intelligence. Smartfolios offer you baskets of stocks curated by experts to help you to invest based on your investment appetite and outlook to achieve your financial goals.
The primary objective is to invest in upcoming businesses led by technology. Companies may have the potential to grow rapidly; hence, they may trade at rich valuations compared to the broad market. By adopting new valuation parameters, opportunities will be filtered with an eye on wealth reactions with a vision to establish healthy market share and profitability in the long term.
Investment mode: Sip
This is a systematic strategy that uses an intelligent trading basket designed to take advantage of short-term opportunities by combining stocks that exhibit breakout potential. It suits high-risk investors who want long-term growth by taking advantage of shorter-term market conditions. This basket rebalances every two weeks, reducing the need for investors to continually monitor positions. Min. Investment: Rs.2 Lakhs. Review: Every 2 weeks
Investment mode: Lumpsum
Low volatility basket of growth stocks incorporating strong relative price strength plus other key fundamental and technical data points.Minimum Investment:Rs.4 Lakhs, Review: Quarterly, Risk: Aggressive.
Investment mode: Lumpsum
Low volatility basket of stocks which are mainly selected on the basis of fundamental data points and other metrics as well as liquidity constraints. Minimum Investment: Rs.2 Lakhs, Review: Quarterly, Risk: Conservative.
Investment mode: Lumpsum
This basket is based on MSCI India Domestic IMI Select sub industries index. It represents securities from selected Global Industry Classification Sector (GICS) sub industries like food retail, department stores, distillers & vintners, diversified support services, financial exchanges & data, internet & direct marketing retail, footwear, movies & entertainment, interactive media & services etc. Benchmark is the parent MSCI Domestic IMI index. Buy Value: Rs. 5 Lakhs. Suitable for Aggressive investors. Benchmark is Nifty 500 , Review: Quarterly.
Investment mode: Lumpsum
This basket is based on MSCI lndia Domestic IMI Select 30 index. It consists of 30 securities with a selection of max. of 10 securities from each market cap segments of large, mid and small cap. This will be a multi cap basket with varying weightages to each stock, not exceeding an allocation of 10% to each stock. Benchmark is the parent MSCI Domestic IMI index. Buy Value: Rs. 10 Lakhs . Suitable for Moderate investors. Benchmark is Nifty 500 , Review: Quarterly.
Investment mode: Lumpsum
Basket of stocks for investors having moderate risk profile. Allocation mainly into Large and Mid Caps with small portfolio to quality small caps. Benchmark: BSE 200,Min. Investment: Rs.2 Lakhs,Review: Active,Strategy: Fundamental + Technical Analysis
Investment mode: Lumpsum
Basket that represents Geojit top picks with weightage towards multi-cap stocks and exposure across multiple sectors which helps diversify risk and provide stable returns.
Investment mode: Sip
Basket which gives more weightage to Defensive stocks, especially in the Large Cap Space. It is best suited for investors with a lower risk appetite.
Investment mode: Sip
This is a scaled down version of the “Geojit Alpha”, with a lower investment amount. It is ideal for investors with moderate risk appetite and seeking long term returns. Lumpsum investment
Investment mode: Lumpsum
Basket of stocks for investors having conservative risk profile. Allocation is mainly into quality Large caps with some exposure to Mid and small caps. Benchmark: BSE 100, Min. Investment: Rs.2 Lakhs, Review: Active,Strategy: Fundamental + Technical Analysis
Investment mode: Lumpsum
This basket consists of quality stocks and represents Geojit Research’s top picks from various sectors, with major allocation to Large Cap stocks. Lumpsum Investment
Investment mode: Lumpsum
Basket of stocks for investors having an aggressive risk profile. Higher allocations to quality mid and small caps. Benchmark: BSE 500,Min. Investment: Rs.2 Lakhs,Review: Active ,Strategy: Fundamental + Technical Analysis
Investment mode: Lumpsum
Analyses and picks stocks on the basis of events like M&A announcements, earnings surprises, order book wins, corporate events etc. Allocation is mainly into Small caps with some exposure to Mid and Large caps. Benchmark: Nifty Smallcap 50, Min. Investment: Rs.5 Lakhs,Review: Monthly (Mid-Month),Risk: High
Investment mode: Lumpsum
The objective of this basket is to invest only in South India based companies. It is a passively managed multi-cap basket of 20 high-quality, fundamentally strong companies headquartered in South Indian states.This basket is based on an exclusive index by MSCI.Suitable for Moderate to Aggressive investors. Benchmark is Nifty 500 ,Review: Quarterly
Investment mode: Lumpsum
The objective of this basket is to create long-term wealth generation opportunities by focusing on well researched and fundamentally strong Shariah Compliant stocks.The focus of the basket, in addition to Shariah compliance, will be to benefit from new sectors & reforms undertaken in the economy and global strategy like China plus one.Suitable for Aggressive investors.Benchmark is Nifty 50 Shariah index,Review: Monthly
Investment mode: Lumpsum
Designed to leverage stock ideas based on the winning investment strategies of stock market legends – the gurus! Using established and proven methodologies used by investment gurus, Guru basket will feature stocks that are present in more than one guru screen and at the same time match the liquidity criteria.Min. Investment: Rs.3 Lakhs ,Review: Quarterly,Risk: Moderate
Investment mode: Lumpsum
Uses the CAN SLIM® strategy, an investment strategy for growth stocks. This strategy involves stock picking that combines both Technical and Fundamental analysis, using sophisticated tools along with research. It also syncs with the market with advanced portfolio allocation strategies to generate returns. Min. Investment: Rs.1.5 Lakhs Review: Active, Risk: High
Investment mode: Lumpsum
Invest in Gold. Invest in Gold ETF units which are a dematerialized form of investment into Gold.
Investment mode: Gold
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AUM in Cr.( as on 31st December 2023)
