Green Portfolio - Special

EQUITY MULTI CAP

Flagship scheme of Green Portfolio.

+18.44%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

12 Jul '18

Total AUM

₹313.33Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity88.2%

Cash1.6%

Debt0.6%

Others9.6%

Equity market cap split

Small Cap70.9%

Mid Cap14.8%

Large Cap2.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

DS
Divam Sharma
Chartered Accountant & Financial Analyst
View details

About

Mr.Divam is a Member of The Institute of Chartered Accountants of India, MBA (PGDM Finance) from Indian School of Business Hyderabad, Masters in Business Finance (ICAI) and B Com (Honors) from Delhi University. He has worked for over 6 years as Financial Analyst with Banks including Kotak Mahindra Bank, Citibank, and IMGC. He has over 13 years of experience of investment management in stock markets.

Experience

Over 13 years of experience in investment management.

Investment philosophy

Specializes in investment management within the stock markets.

Previously worked at