Green Portfolio Special PMS
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | <50 |
| Investment Horizon | Short, Medium, Long Term |
| Fund Managers | CA Divam Shah |
Investment Philosophy
Green Portfolio PMS majorly focuses on value investing in companies with high-growth potential.
Green Portfolio Special PMS also concentrates on customising the risk-return profile of their investors. Here are a few salient features of their investing:
- For a micro-cap portfolio, they target companies with less than ₹1000 crore market cap.
- For a high liquidity portfolio, they focus on Mid-cap and Large-cap value investments.
- For a low beta portfolio, they choose low-beta low-risk investments.
- For a high dividend yield portfolio, they select investments with high-dividend yield and capital appreciation.
- For a retirement planning portfolio, they plan to achieve consistent returns.
- For a short-term portfolio, their goal is to receive investments with horizons up to 12 months.
Green Portfolio Special PMS can thus provide you with customised solutions, based on your investment needs.
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GREEN PORTFOLIO SPECIAL FUND
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
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 | ₹348.22 | 6.21 | 38.29 | 16.19 | 8.54 | 5.23 | 18.18 | 20.20 | 16.44 | 22.55 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.20 | 13.06 |
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