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

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

It falls under the THEMATIC investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

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

Green Portfolio The Green Ethical Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

The Green Ethical Fund

Start Date

27 June 2024

Category

THEMATIC

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.12.94 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Divam Sharma

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Green Portfolio The Green Ethical Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

48

Top 5 Stocks%

37.69%

Top 5 Sectors%

57.80%

Portfolio Age

0 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Rs.12378.58 Cr.

Green Portfolio The Green Ethical Fund 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 The Green Ethical Fund PMS Investment Approach - Portfolio Composition

Large Cap

3.74%

Mid Cap

6.39%

Small Cap

60.59%

Cash & Equivalent

22.94%

Check out Business Opportunities with Similar Brands

Green Portfolio The Green Ethical Fund Portfolio Strategy - Top 5 Sectors

Healthcare

9.17%

Automobile and Auto Components

10.88%

Fast Moving Consumer Goods

6.06%

Capital Goods

22.48%

Chemicals

9.21%

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