Green Portfolio

Green Portfolio MNC Advantage


Key Portfolio Attributes

Inception Date: 23 Sept 2019

Number of Stocks : 21

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 Multi-National companies which benefit from better corporate governance, better technology and product portfolio, better resources and professional management.

Investment Strategy

Invests in Multi-National companies with inherent business strength, competitive product portfolio and technology, growth potential, corporate governance, valuation comfort and margin of safety.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-2.60%-1.20%17.20%13.80%27.20%26.40%--24.70%
BSE Sensex-3.20%4.10%15.40%3.30%16.00%16.20%--16.20%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
KSB Ltd. 11.35
INEOS Styrolution India Ltd. 6.92
BASF India Ltd. 6.64
Cash & Cash Equivalents 6.03
Elantas Beck India Ltd. 5.03
Bosch Ltd. 4.63
Thomas Cook (India) Ltd. 4.46
ITC Ltd. 4.31
Fairchem Organics Ltd. 3.85
Accelya Solutions India Ltd. 3.81
Top 10 Equity Holdings 57.03

Sector Allocation


Holding %
Miscellaneous 0.06
Infrastructure 1.21
Logistics 2.85
Plastic Products 3.17
Cash 3.31
Hospitality 4.00
FMCG 4.30
Construction Materials 4.51
Information Technology 7.82
Automobile & Ancillaries 15.06
Capital Goods 23.39
Chemicals 30.33

Market Cap Allocation


Allocations %
Large Cap 17.80
Mid Cap 28.50
Small Cap 47.70
Cash 6.00


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 Dec 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 Sep 22.




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Do Not Simply Invest, Make Informed Decisions