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Green Portfolio - MNC Advantage
Green Portfolio - MNC Advantage

Green Portfolio - MNC Advantage

  • Green Portfolio Pvt Ltd
  • Thematic
  • 2
    Out of 6*
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Portfolio age6 years, 9 months
1.73%
-0.17%
Hurdle Rate**10.00% or 8.00%
Fixed fee2.25%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
  • Capital Goods39.82%
  • Automobile and Auto Components24.89%
  • Healthcare6.5%
  • Consumer Durables5.23%
  • Chemicals4.86%
Stock Holdings
  • KSB Limited20.97%
  • Federal-Mogul Goetze (India) Ltd10.41%
  • John Cockerill India Limited8.88%
  • Bosch Ltd7.02%
  • Gland Pharma Limited6.5%

bt_logoPORTFOLIO MANAGERS

CA. Divam Sharma
  • Manager Rank5 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM631.6600000000001
  • Highest Return In 1 Yr17.04%
Profile

With over 15 years of experience in managing investments in the stock market, he is an MBA from Indian School of Business, Hyderabad. Divam is a member of The Institute of Chartered Accountants of India Divam has been the driving force of the company since its inception.He is responsible for customer management, business development and has played a pivotal role in strategic decisions.

Other Schemes
  • table
  • Grid
Compare
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
₹3.94 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
2 Out of 20
Fixed Fee
2.25%
Scheme Return
8.85%
Benchmark Return
-0.17%
The Green Ethical Fund
AUM (₹ Cr)
₹28.03 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.25%
Scheme Return
6.81%
Benchmark Return
-0.17%
Green Portfolio - Special
AUM (₹ Cr)
₹330.92 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 59
Fixed Fee
2.25%
Scheme Return
4.77%
Benchmark Return
-0.17%
Green Portfolio - Dividend Yield
AUM (₹ Cr)
₹28.86 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
9 Out of 20
Fixed Fee
2.25%
Scheme Return
1.83%
Benchmark Return
-0.17%
Green Portfolio - MNC Advantage
AUM (₹ Cr)
₹9.36 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
10 Out of 20
Fixed Fee
2.25%
Scheme Return
1.73%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
9.36
(As on May, 2026)
Inception Date
Sep 23, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.25%
Variable Fee
1.25%
Hurdle Rate
10.00% or 8.00%
Profit Sharing
15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The primary objective is long term and continuous capital appreciation.

Investment Approach

The companies where maximum wealth creation is possible. These companies tend to be under the radar names doing exceptionally well in their space, and yet having received very little attention from the public.The immediate performance of a business is not a cause for concern but rather how the company is positioning itself for the next 10-20 years and if they have a tangible plan towards generating solid long-term earnings

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Green Portfolio - MNC Advantage
AUM (₹ Cr)
₹9.36 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
10 Out of 20
Fixed Fee
2.25%
Scheme Return
1.73%
Benchmark Return
-0.17%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
₹145.74 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
10.18%
Benchmark Return
-0.17%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
₹3.94 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.25%
Scheme Return
8.85%
Benchmark Return
-0.17%
InCred - Healthcare Portfolio
AUM (₹ Cr)
₹617.43 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.12%
Benchmark Return
-0.17%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
₹18.16 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
6.82%
Benchmark Return
-0.17%
The Green Ethical Fund
AUM (₹ Cr)
₹28.03 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.25%
Scheme Return
6.81%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Green Portfolio Pvt Ltd
Green Portfolio Pvt Ltd manages assets worth Rs 686.03 crores. Its current offering of PMS schemes includes 1 Small Cap, 4 Thematic and 1 Small And Mid Cap schemes.

AUM (₹ cr)

686.03 (As on May, 2026)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
₹3.94 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
2 Out of 20
Fixed Fee
2.25%
Scheme Return
8.85%
Benchmark Return
-0.17%
The Green Ethical Fund
AUM (₹ Cr)
₹28.03 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.25%
Scheme Return
6.81%
Benchmark Return
-0.17%
Green Portfolio - Special
AUM (₹ Cr)
₹330.92 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 59
Fixed Fee
2.25%
Scheme Return
4.77%
Benchmark Return
-0.17%
Green Portfolio - Dividend Yield
AUM (₹ Cr)
₹28.86 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
9 Out of 20
Fixed Fee
2.25%
Scheme Return
1.83%
Benchmark Return
-0.17%
Green Portfolio - MNC Advantage
AUM (₹ Cr)
₹9.36 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
10 Out of 20
Fixed Fee
2.25%
Scheme Return
1.73%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Green Portfolio - MNC Advantage?
The hurdle rate of Green Portfolio - MNC Advantage is 10.00% or 8.00%.
What is the fixed fee charged in Green Portfolio - MNC Advantage ?
The fixed fee charged in Green Portfolio - MNC Advantage is 2.25%.
What is the variable fee charged in Green Portfolio - MNC Advantage ?
The variable fee charged in Green Portfolio - MNC Advantage is 1.25%.
What is the profit sharing in Green Portfolio - MNC Advantage ?
The profit sharing in Green Portfolio - MNC Advantage is 15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Green Portfolio - MNC Advantage ?
The minimum investment in Green Portfolio - MNC Advantage is ₹50 Lacs
What type of scheme is Green Portfolio - MNC Advantage?
Green Portfolio - MNC Advantage is an Equity scheme. It falls in the Thematic category.
What is the inception date of Green Portfolio - MNC Advantage?
The inception date of Green Portfolio - MNC Advantage is Sep 23, 2019.
What is the exit load of Green Portfolio - MNC Advantage?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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