IA Insight Report
IA Insight REPORT

GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

Investment Approach Details

₹137.46

(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 this fund is to provide a very high reward but with a higher than usual risk. The businesses chosen in this fund are turnarounds that lead to a spike in performance due to a special situation forming such as a change in key management, M&A, deleveraging etc.
We aim to provide substantial gains in the medium to long term, with a minimum time horizon of three years. And throughout this investment period, we provide comprehensive research reports on a quarterly basis.

Fund Manager Details

Anuj Jain

No Image

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anuj@greenportfolio.co

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.07

0.88