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Green Portfolio - Super 30 Dynamic
Green Portfolio - Super 30 Dynamic

Green Portfolio - Super 30 Dynamic

  • Green Portfolio Pvt Ltd
  • Small Cap
  • 3
    Out of 14*
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Portfolio age6 years, 9 months
10.57%
-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 Goods37.71%
  • Telecommunication13.88%
  • Healthcare10.86%
  • Fast Moving Consumer Goods4.87%
  • Chemicals4.65%
Stock Holdings
  • Sejal Glass Limited10.47%
  • HFCL Limited8.12%
  • Centum Electronics Ltd7.51%
  • Supriya Lifescience Limited5.88%
  • Cash & Cash Equivalents5.14%

bt_logoPORTFOLIO MANAGERS

CA. Divam Sharma
  • Manager Rank4 Out of 16
    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)
230.55
(As on May, 2026)
Inception Date
Sep 30, 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

"This scheme invests in shares having convincing evidences of a turnaround or rerating potential."

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 - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
NMR Growth Strategy
AUM (₹ Cr)
₹62.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
9.79%
Benchmark Return
-0.17%
Alpha Small Cap
AUM (₹ Cr)
₹7.68 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
2.50%
Scheme Return
5.76%
Benchmark Return
-0.17%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹87.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
No Option
Scheme Return
5.76%
Benchmark Return
-0.17%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
Benchmark Return
-0.17%
Qode Growth Fund
AUM (₹ Cr)
₹61.91 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 27
Fixed Fee
2.50%
Scheme Return
5.63%
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 - Super 30 Dynamic?
The hurdle rate of Green Portfolio - Super 30 Dynamic is 10.00% or 8.00%.
What is the fixed fee charged in Green Portfolio - Super 30 Dynamic ?
The fixed fee charged in Green Portfolio - Super 30 Dynamic is 2.25%.
What is the variable fee charged in Green Portfolio - Super 30 Dynamic ?
The variable fee charged in Green Portfolio - Super 30 Dynamic is 1.25%.
What is the profit sharing in Green Portfolio - Super 30 Dynamic ?
The profit sharing in Green Portfolio - Super 30 Dynamic is 15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Green Portfolio - Super 30 Dynamic ?
The minimum investment in Green Portfolio - Super 30 Dynamic is ₹50 Lacs
What type of scheme is Green Portfolio - Super 30 Dynamic?
Green Portfolio - Super 30 Dynamic is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Green Portfolio - Super 30 Dynamic?
The inception date of Green Portfolio - Super 30 Dynamic is Sep 30, 2019.
What is the exit load of Green Portfolio - Super 30 Dynamic?
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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