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Finance

Green Portfolio Special Fund

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FUND OBJECTIVE

  • The investment objective of the PMS business is to consistently grow our investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion.

  • Over the years our Fund Managers have consistently compounded wealth by identifying and investing in Multi-Bagger stocks. This is a Growth at Reasonable Price strategy with utmost importance on corporate governance, growth prospects, industry dynamics, key company fundamentals, valuations and promoter integrity. We also emphasize the company’s marketing strategy, R&D spend, product capabilities, competition, feedback from stakeholders.

PERFORMANCE

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FUND INFORMATION

  • Launch Date 12th July 2018

  • Benchmark BSE Midcap Index

  • Overall AUM 230 Crores

  • Fund Size INR 154.08 Crores

  • Clients 88

  • Minimum Investment INR 50,00,000

  • SEBI Code INP000006022

Team

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SPECIAL FUND

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INVESTMENT DRIVERS

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