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Green Portfolio - Special
Green Portfolio - Special

Green Portfolio - Special

  • Green Portfolio Pvt Ltd
  • Small AND Mid Cap
  • 13
    Out of 34*
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PMS Bazaar
Portfolio age8 years, 2 months
3.71%
2.19%
Hurdle Rate**10.00% or 8.00%
Fixed fee2.25%
Min. Investment50 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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

CA. Anuj Jain
  • Manager Rank16 Out of 43
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM714.5100000000001
  • Highest Return In 1 Yr29.2%
Profile

Anuj functions as the research head and leads the investment committee. With 16 years of experience in stock market investing and financial consultancy, he brings aboard an extensive skillset. He is a member of The Institute of Chartered Accountants of India, and a graduate from Delhi University. Anuj Jain has been mentioned on international media and has delivered lectures on subjects of professional interest at various business forums.

Other Schemes
AUM (₹ Cr)
₹267.09 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
13 Out of 28
Fixed Fee
2.25%
AUM (₹ Cr)
₹370.04 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
23 Out of 60
Fixed Fee
2.25%
AUM (₹ Cr)
₹39.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
₹33.61 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
8 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
₹3.95 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
12 Out of 20
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹370.04 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
23 Out of 60
Fixed Fee
2.25%
AUM (₹ Cr)
₹264.41 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 60
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 60
Fixed Fee
No Option
AUM (₹ Cr)
₹1,339.42 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 60
Fixed Fee
No Option
AUM (₹ Cr)
₹481.95 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 60
Fixed Fee
2.50%
AUM (₹ Cr)
₹169.18 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 60
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Green Portfolio Pvt Ltd
Green Portfolio Pvt Ltd manages assets worth Rs 733.40 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Small And Mid Cap and 3 Thematic schemes.

AUM (₹ cr)

733.40 (As on Jul, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹267.09 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
13 Out of 28
Fixed Fee
2.25%
AUM (₹ Cr)
₹370.04 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
23 Out of 60
Fixed Fee
2.25%
AUM (₹ Cr)
₹39.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
₹33.61 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
8 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
₹3.95 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
12 Out of 20
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Green Portfolio - Special?
The hurdle rate of Green Portfolio - Special is 10.00% or 8.00%.
What is the fixed fee charged in Green Portfolio - Special ?
The fixed fee charged in Green Portfolio - Special is 2.25%.
What is the variable fee charged in Green Portfolio - Special ?
The variable fee charged in Green Portfolio - Special is 1.25%.
What is the profit sharing in Green Portfolio - Special ?
The profit sharing in Green Portfolio - Special is 15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Green Portfolio - Special ?
The minimum investment in Green Portfolio - Special is ₹50 Lacs
What type of scheme is Green Portfolio - Special?
Green Portfolio - Special is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Green Portfolio - Special?
The inception date of Green Portfolio - Special is Jul 12, 2018.
What is the exit load of Green Portfolio - Special?
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.