Green Portfolio

Green Portfolio Index PMS


Key Portfolio Attributes

Inception Date: 30th December, 2019

Fund Manager Name: Mr. Divam Sharma

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

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.

Investment Objective

This scheme smartly invests in companies which are a part of Sensex and are growth companies available at a reasonable valuations. The investment targets creating alpha over Sensex returns.

Portfolio Strategy

These are large cap companies having reasonable growth potential, reasonable valuations and have potential to create appreciation for the investors. As a philosophy, they avoid PSU companies in this strategy.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio3.9%5.4%-0.1%-2.3%15.1%---12.6%
BSE Sensex4.1%7.8%6.9%5.3%24.7%---15.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 99.0
Mid Cap 0.0
Small Cap 0.0
Cash 1.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jun 22.




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