Green Portfolio

Green Portfolio Special PMS


Key Attributes

Inception Date: 12-Jul-2018

Number of Stocks : Max 20

Fund Manager Name: Divam Sharma

Fund Manager Experience: Overall Experience - 13 Years

Fund Manager Qualification:

Member of The Institute of Chartered Accountants of India, MBA (PGDM Finance) from Indian School of Business Hyderabad, Masters in Business Finance (ICAI) and B Com (Honors) from Delhi University.

Investment Objective

Invest in companies with high growth potential at right time.

Investment Philosophy

Green Portfolio follows the philosophy of value investing in companies having earnings visibility, management integrity, business moat, sound performance history, low debt and good business model.

Portfolio Strategy

Have multiple strategies to meet the customized risk return profile of investors.

• Micro cap portfolio targeting companies with less than 1000cr market cap.
• High liquidity portfolio targeting Large and Mid-cap value investments.
• Low beta portfolio targeting low beta low risk investments
• High dividend yield portfolio targeting high dividend yield and capital appreciation investments.
• Retirement planning portfolio targeting consistent returns for retirement plans
• Short term portfolio targeting investments with horizon up to 12 months.

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 Special12.61%3.24%24.96%50.26%22.10%26.03%28.41%-27.57%
BSE 500 TRI3.44%6.05%25.01%38.63%20.20%20.46%18.22%-16.21%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Schaeffler India Ltd. 9.34
Aarti Industries Ltd. 6.02
Time Technoplast Ltd. 4.29
Piramal Pharma Ltd. 3.26
Aarti Pharmalabs Ltd. 2.68
Caplin Point Laboratories Ltd. 2.54
Orient Cement Ltd. 2.20
Bharat Forge Ltd. 2.06
S.P. Apparels Ltd. 2.03
Salzer Electronics Ltd. 2.00

Sector Allocation


Holding %
Chemicals 25.78
Automobile & Ancillaries 22.72
Healthcare 8.13
Textile 4.72
FMCG 4.68
Electricals 3.96
Cash 3.67
Construction Materials 3.19
Power 2.93
Plastic Products 2.92

Market Cap Allocation


Allocations %
Large Cap 29.24
Mid Cap 27.05
Small Cap 39.85
Cash 3.86

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 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 24.


Do Not Simply Invest, Make Informed Decisions

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