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.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
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 | ₹249.44 | -14.51 | -15.98 | -18.78 | -10.21 | 0.10 | 13.58 | 9.00 | 15.34 | 18.29 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | 1.32 | 12.89 | 9.27 | 11.75 | 11.85 |
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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.