APMI

GREEN PORTFOLIO MNC ADVANTAGE FUND

Investment Approach Details

₹17.07

(AUM CR)

PMS Provider Name

Green Portfolio Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

23/09/2019

Age

5.1 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 objective of the fund is to deliver consistent capital appreciation by investing in multi-national corporations that have a strong parentage, internationally appreciated brands and a good corporate governance structure.
The corporations included in the fund will have successful international operations, ongoing R&D and CAPEX programs, access to global research, along with a strong market share in its industry. The deployment of funds is conducted in a staggered manner, equipping us to outperform the Index and deliver outstanding returns.

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

0.15

1 Year Turnover

0.65