Green Portfolio IMPACT ESG Fund
Key People
Divam Sharma
CEO & Co-Founder
Anuj Jain
CIO & Co-Founder
20 Years of Experience
Investment Objective
The objective of the IMPACT ESG Fund is to identify undervalued stocks that demonstrate strong ESG adherence and generate multifold returns over a three- to five-year horizon. The fund targets businesses with a ground-level ESG impact, enabling investors to contribute to a greener, socially responsible future without compromising on returns.
Unlike traditional ESG funds, it emphasizes:
• Authentic ESG integration (not checkbox compliance)
• Sector-wide diversification
• Proprietary company-level ESG analysis
Investment Strategy
This is a multicap equity PMS strategy with over 78% allocation to small-cap stocks, focusing on high-growth potential and under-researched opportunities. Key pillars of the strategy include:
• Equal weighting across ESG pillars – Environmental, Social, Governance
• Quantitative screening + fundamental conviction
• Sector allocation to high-impact themes like Aatmanirbhar Bharat, PLI schemes, and Make in India
• Emphasis on Sharpe Ratio (2.87) and Sortino Ratio (4.26) for risk-adjusted alpha
Top holdings include Sanghvi Movers, HFCL, and Antony Waste Handling, representing sectors poised to shape India’s sustainable future.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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