APMI

GREEN PORTFOLIO SPECIAL FUND

Investment Approach Details

₹354.05

(AUM CR)

PMS Provider Name

Green Portfolio Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

12/07/2018

Age

6.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed management fee based on AuM: 2.25%

Variable Fees Structure

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

Exit Load

NA

Purpose

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
Work Exp. NA
Email ID anuj@greenportfolio.co
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.48