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Green Portfolio - The Impact ESG Fund
Green Portfolio - The Impact ESG Fund

Green Portfolio - The Impact ESG Fund

  • Green Portfolio Pvt Ltd
  • Thematic
  • 3
    Out of 11*
  • Compare
    Compare
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Portfolio age4 years, 3 months
8.85%
-0.17%
Hurdle Rate**10.00% or8.00%
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 Goods32.08%
  • Telecommunication11.42%
  • Fast Moving Consumer Goods9.74%
  • Textiles8.17%
  • Utilities7.04%
Stock Holdings
  • Time Technoplast Limited10.1%
  • HFCL Limited8.63%
  • Coastal Corporation Ltd7.3%
  • Antony Waste Handling Cell Limited7.04%
  • S.P. Apparels Limited6.67%

bt_logoPORTFOLIO MANAGERS

CA. Divam Sharma
  • Manager Rank3 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)
3.94
(As on May, 2026)
Inception Date
Mar 23, 2022
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% or8.00%
Profit Sharing
15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

ESG is the consideration of Environmental, Social and Governance factors in the investment process. It focuses on How companies make money rather than just how much they make?

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 - 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 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%
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%
Ambit Build India
AUM (₹ Cr)
₹38.03 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 20
Fixed Fee
1.75%
Scheme Return
5.56%
Benchmark Return
-1.72%
*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 - The Impact ESG Fund?
The hurdle rate of Green Portfolio - The Impact ESG Fund is 10.00% or8.00%.
What is the fixed fee charged in Green Portfolio - The Impact ESG Fund ?
The fixed fee charged in Green Portfolio - The Impact ESG Fund is 2.25%.
What is the variable fee charged in Green Portfolio - The Impact ESG Fund ?
The variable fee charged in Green Portfolio - The Impact ESG Fund is 1.25%.
What is the profit sharing in Green Portfolio - The Impact ESG Fund ?
The profit sharing in Green Portfolio - The Impact ESG Fund is 15% Profit Sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Green Portfolio - The Impact ESG Fund ?
The minimum investment in Green Portfolio - The Impact ESG Fund is ₹50 Lacs
What type of scheme is Green Portfolio - The Impact ESG Fund?
Green Portfolio - The Impact ESG Fund is an Equity scheme. It falls in the Thematic category.
What is the inception date of Green Portfolio - The Impact ESG Fund?
The inception date of Green Portfolio - The Impact ESG Fund is Mar 23, 2022.
What is the exit load of Green Portfolio - The Impact ESG Fund?
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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