Green Portfolio Dividend Yield Fund
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | 25 |
| Investment Horizon | Medium to Long Term |
| Fund Managers | CA Divam Sharma and CA Anuj Jain |
Investment Philosophy
Green portfolio dividend yield fund invests in companies with stability and cash-flow efficiency. It has a diversified portfolio consisting of mid-cap and large-cap stocks. For investments, Green Portfolio avoids PSUs.
Unique Feature
Invests in non-PSU companies with consistently high dividend-yield
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
GREEN PORTFOLIO DIVIDEND YIELD FUND
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Green Portfolio Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹24.38 | -8.49 | -10.19 | -8.82 | 6.09 | 11.54 | 29.43 | 22.58 | 25.98 | 26.77 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | 1.32 | 12.89 | 9.27 | 11.75 | 13.70 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.