APMI

GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

Investment Approach Details

₹191.43

(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 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
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

0.25

1 Year Turnover

1.79