Green Portfolio

GREEN PORTFOLIO SUPER 30 PMS


Key Attributes

Inception Date: 23rd Sept 2019

Portfolio Manager Name: Divam Sharma

Portfolio Manager Experience: 15+ Years

Portfolio Manager Qualification: MBA from ISB, Hyderabad

Investment Objective

The investment objective of Green Portfolio Super 30 PMS is to offer very high rewards albeit with a higher than usual risk. The fund primarily invests in businesses undergoing significant transformations due to special situations such as key management changes, mergers and acquisitions, or deleveraging. The aim is to achieve substantial gains over a medium to long-term horizon, with investments structured for a minimum duration of three years. Throughout this period, the fund provides comprehensive quarterly research reports to support investment decisions.

Investment Philosophy

The investment philosophy of the Green Portfolio Super 30 PMS revolves around capitalizing on turnaround opportunities and special situations that can potentially lead to a spike in company performance. The fund focuses on:

• Identifying companies positioned to benefit from significant operational or strategic changes.
• Targeting sectors that may be benefitting from deglobalization trends, with a particular emphasis on those receiving production linked incentives and experiencing technology disruptions.
• The approach is highly selective, maintaining a concentrated portfolio of companies that show promise for high returns, complemented by a robust evaluation of financial health, corporate governance, and market positioning to ensure growth at a reasonable price.

The philosophy also stresses continuous re-evaluation of investments, leveraging on-the-ground insights and detailed analyses to adapt to changing market conditions and company fundamentals.

Portfolio Strategy

The investment strategy of Green Portfolio Super 30 PMS centers around capitalizing on unique opportunities that arise from specific market disruptions and incentives. The key investment drivers include:

• Special Situations: Identifying companies poised for rapid improvement following transformative events.
• Technology Disruption: Investing in companies that stand to benefit significantly from technological advancements and shifts in the industry landscape.
• Production Linked Incentives: Targeting sectors and businesses that are likely to benefit from government or industry-specific incentives that promote production growth.

Additionally, the investment strategy of Green Portfolio Super 30 PMS focuses on a concentrated selection of high-potential companies through a disciplined approach:

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 Super 3012.02%-3.03%14.86%44.67%25.90%55.75%--33.46%
BSE 500 TRI3.44%6.05%25.01%38.63%20.20%20.46%--21.88%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Sejal Glass Ltd. 7.63
Supriya Lifescience Ltd. 4.34
HFCL Ltd. 4.30
SpiceJet Ltd. 3.85
Ashoka Buildcon Ltd. 3.81
Cash & Cash Equivalents 3.69
Kirloskar Electric Company Ltd. 3.38
Jeena Sikho Lifecare Ltd. 3.04
Coastal Corporation Ltd. 3.00
Udaipur Cement Works Ltd. 2.95

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 0.04
Mid Cap 9.23
Small Cap 85.59
Cash 5.14

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

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

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds