Green Portfolio Pvt Ltd
AUM (Cr.)
695.90
No. of Clients
369
No. of Investment Approach
6
As On
30 June 2025
Established in 2018 out of a shared enthusiasm for equities by our duo of co-founders, our company embarked on its path with an initial dedication of INR 5 Crores. Over the years, we have grown and expanded our business with more than 8,000 retail investors, with an AUM and AUA (asset under advisory) of INR 750 Crores. Our skill lays in identifying under the radar businesses, the hidden gems – businesses that no one speaks about, those undervalued ones. At Green Portfolio, our mission is to provide top-notch research to everyone who seeks it, democratizing access to valuable business insights.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Special |
Multi Cap & Flexi Cap | 2.03% | 23.32% | 24.36% | 31.21% | Jul 2018 |
Dividend Yield |
Thematic | 12.10% | 34.67% | 36.98% | 38.74% | Sep 2019 |
MNC Advantage |
Thematic | 0.31% | 24.92% | 26.99% | 31.04% | Sep 2019 |
Super 30 Dynamic |
Thematic | 7.28% | 24.61% | 32.58% | 37.54% | Sep 2019 |
The Impact ESG Fund |
Thematic | 1.49% | 31.92% | 35.11% | NA | Mar 2022 |
The Green Ethical Fund |
Thematic | 5.18% | NA | NA | NA | Jun 2024 |
* Returns are as on 30th June 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
CA. Anuj Jain
CIO, Co-Founder
CA. Divam Sharma
CEO, Co-Founder
AMC Registered Address
3rd Floor, 10, Poorvi Marg, DLF Phase 2, Sector 25, Gurgaon, Haryana, India, 122008
SEBI Reg No : INP000006022
AMC Investor Login Link
Click here
AMC Website Link
Click here
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.