Green Portfolio Special PMS

A Multi Cap portfolio of companies with earnings growth, good business moat and sound performance.

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.

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

Don’t Just Invest. Make an Informed Decision.