Green Portfolio Dividend Yield Fund

Invests in consistent High Dividend shares

Key Attributes

Inception Date: 23 Sept 2019

Number of Stocks : 25

Fund Manager Name: Divam Sharma & Anuj Jain

Fund Manager Experience:

CA Divam Sharma 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.

CA Anuj Jain has practiced as a financial consultant for over 5 years. He has over 12 years of experience in managing investments in stock markets.

Fund Manager Qualification:

CA Divam Sharma holds MBA (PGDM Finance) from Indian School of Business Hyderabad, Masters in Business Finance (ICAI) and B Com (Honors) from Delhi University.

CA Anuj Jain holds B.com (H) Delhi University and Diploma in Information System Audit from Institute of Chartered Accountants of India.

Investment Objective

This scheme invests in consistently High Dividend paying companies with stable business model and consistent cash flow generation in the business.

Investment Strategy

Invests in companies with stable cash flows, inherent business strength, growth potential, corporate governance, valuation comfort and margin of safety. The portfolio is diversified across mid and large cap stocks. This portfolio is allocated towards non PSU companies having potential to grow cash flows in the business and thus incereasing the potential of capital appreciation.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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