IA Insight Report
IA Insight REPORT

GREEN PORTFOLIO MNC ADVANTAGE FUND

Investment Approach Details

₹17.36

(AUM CR)
   

Green Portfolio Private Limited

S&P BSE 500 TRI

Equity

Equity

23/09/2019

5.8 Years

5000000

Fixed management fee based on AuM: 2.25%

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

NA

   

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

No Image

NA

anuj@greenportfolio.co

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.01

0.39