IA Insight Report
IA Insight REPORT

GREEN PORTFOLIO SPECIAL FUND

Investment Approach Details

₹298.88

(AUM CR)
   

Green Portfolio Private Limited

S&P BSE 500 TRI

Equity

Equity

12/07/2018

6.11 Years

5000000

Fixed management fee based on AuM: 2.25%

Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%

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The investment objective of the PMS business is to consistently grow our investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion.
Over the years our Fund Managers have consistently compounded wealth by identifying and investing in Multi Bagger stocks.
This is a Growth at Reasonable Price strategy with utmost importance on corporate governance, growth prospects, industry dynamics, key company fundamentals, valuations and promoter integrity. We also emphasize the companyâ??s marketing strategy, R&D spend, product capabilities, competition, feedback from stakeholders.

Fund Manager Details

Anuj Jain

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anuj@greenportfolio.co

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.04

0.38