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Green Portfolio Super 30 Dynamic PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Green Portfolio Super 30 Dynamic PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.230.55 Cr.

Over the last 1 year, it delivered a strong return of 11%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Green Portfolio Super 30 Dynamic PMS Strategy or Investment Approach - PMS Details

Strategy Name

Super 30 Dynamic

Start Date

30 September 2019

Category

Small Cap

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.230.55 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Divam Sharma

1 Yr. Return

11.00%

3 Yr. Return

23.48%

5 Yr. Return

31.64%

Green Portfolio Super 30 Dynamic Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

42

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 9 Months

SIP

Available

STP

Available

Average Market Cap

7883.13

Green Portfolio Super 30 Dynamic PMS Strategy - Cost or Charges

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Green Portfolio Super 30 Dynamic PMS Investment Approach - Portfolio Composition

Large Cap

0.52%

Mid Cap

0.00%

Small Cap

78.39%

Cash & Equivalent

7.08%

Check out Business Opportunities with Similar Brands

Green Portfolio Super 30 Dynamic Portfolio Strategy - Top 5 Sectors

Healthcare

13.90%

Consumer Services

5.06%

Telecommunication

6.64%

Capital Goods

29.43%

Consumer Durables

4.81%

Customer ratings and reviews of Green Portfolio Super 30 Dynamic PMS Strategy

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