Green Portfolio Dividend Yield

FUND OBJECTIVE

• The objective of the fund is to generate dividends along with capital appreciation for investors, through a diversified set of equities from various sectors. It is essential for the companies to exhibit a high degree of corporate governance, consistent growth patterns, and future growth prospects and have a high dividend yield. Since these stocks have a proven track record of financial excellence and distribute a commendable portion of their earning, they almost always assure a lucrative return to the investor.

• 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 INFORMATION

• Launch Date 23rd September 2019

• Benchmark BSE Midcap Index

• Overall AUM 230 Crores

• Fund Size INR 12.72 Crores

• Clients 11

• Minimum Investment INR 50,00,000

• SEBI Code INP000006022

PERFORMANCE

Team

DIVIDEND YIELD FUND

INVESTMENT DRIVERS

• Aatmanirbhar Bharat
• Performance Linked Incentive Scheme
• Make in India

TESTIMONIALS

“I have been with Green Portfolio now for two years. The service he and his small team provide has been very personal. The reassurance in words and lucrative returns, especially during these crazy times has strengthened my trust in them. The peace of mind, knowing that my money is well managed is priceless. Thank you, Anuj!” -Dr Deepankar Sharma, USA

“Really satisfied with the performance. Moreover, the research reports from your team have really enabled me to make informed investment decisions” -SN Agarwal, India