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.

Green Portfolio - The Impact ESG Fund

Green Portfolio Pvt Ltd
Thematic

5
Out of 11*
Compare
Share

Portfolio age4 years, 7 months

1.77%

-0.09%

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

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

FUND SUMMARY

AUM (₹ Cr)

3.95

(As on Aug, 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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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