Invest in companies with high growth potential at right time.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -1.07% | 0.70 | 20.27% | 63.95% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Pvt Ltd Special | -5% | 0% | -3% | -7% | 11% | 17% | 23% | 22.00% | - |
| S&P BSE 500 TRI | 1% | 7% | 6% | 6% | 16% | 15% | 19% | 16% | - |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Pvt Ltd Special | Multi Cap & Flexi Cap | Mr. Divam Sharma | 12 July 2018 | 7Y 5M | 311.55 | S&P BSE 500 TRI | - | 45 | 41 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.09% | -14.25% | 63.95% | -6.16% | 1.08 | 20.27% | -0.61 | 11.49% | 0.69 | 54.65 % |
| Nifty 500 | 8.58% | -13.14% | -4.56% | 1.04 | 10.13% | 0.68 | 48.84 % | |||
| Nifty Midcap 100 | 5.30% | -10.13% | -4.83% | 0.89 | 6.06% | 0.46 | 46.51 % | |||
| Nifty Smallcap 100 | 8.62% | -9.69% | -1.07% | 0.70 | 9.91% | 0.66 | 53.49 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Schaeffler India Ltd. | 10.00 |
| Tatva Chintan Pharma Chem Ltd. | 5.00 |
| Sanghvi Movers Ltd. | 5.00 |
| Kalyani Steels Ltd. | 4.00 |
| HFCL Ltd. | 4.00 |
| Piramal Pharma Ltd. | 3.00 |
| Sejal Glass Ltd. | 3.00 |
| Bharat Forge Ltd. | 3.00 |
| Virtuoso Optoelectronics Ltd. | 3.00 |
| DCX Systems Ltd. | 3.00 |
Sector Allocation
| Holding | % |
|---|---|
| Automobile & Ancillaries | 22.20 |
| Healthcare | 17.09 |
| Chemicals | 13.63 |
| Capital Goods | 7.45 |
| FMCG | 4.81 |
| Textile | 4.73 |
| Electricals | 4.15 |
| Iron & Steel | 4.11 |
| Construction Materials | 3.71 |
| Plastic Products | 2.75 |
| Trading | 2.27 |
| Telecom | 2.00 |
| Bank | 1.63 |
| Infrastructure | 1.62 |
| (blank) | 1.31 |
| Crude Oil | 1.29 |
| Gas Transmission | 0.81 |
| Consumer Durables | 0.61 |
| Abrasives | 0.55 |
| Paper | 0.45 |
| Hospitality | 0.44 |
| Miscellaneous | 0.43 |
| Non - Ferrous Metals | 0.40 |
| Others | 0.39 |
| Diversified | 0.37 |
| Power | 0.30 |
| Realty | 0.25 |
| Agri | 0.09 |
| Finance | 0.09 |
| ETF | 0.06 |
| IT | 0.02 |
| Mining | 0.00 |
| Logistics | 0.00 |
| Media & Entertainment | 0.00 |
| Automobile & Ancillaries | 27.00 |
| Chemicals | 15.00 |
| Healthcare | 14.00 |
| Capital Goods | 13.00 |
| Construction Materials | 5.00 |
| Iron & Steel | 5.00 |
| Telecom | 4.00 |
| Textile | 3.00 |
| Plastic Products | 3.00 |
| FMCG | 2.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 19.00 |
| Mid Cap | 30.00 |
| Small Cap | 51.00 |
| Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
