APMI

GREEN PORTFOLIO THE IMPACT ESG FUND

Investment Approach Details

₹3.98

(AUM CR)

PMS Provider Name

Green Portfolio Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/03/2022

Age

2.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed management fee based on AuM: 2.25%

Variable Fees Structure

Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%

Exit Load

NA

Purpose

The overall objective is to select undervalued stories that will multiply investor wealth over our investment horizon - three to five years. Stocks in this fund are backed by companies that respect strong ESG pillars. These businesses will be heavily adherent to their circle of ESG parameters. The fund utilizes a best-in-class approach wherein we achieve sector diversification and select the finest businesses in those sectors. Equal weightage is placed on all three pillars â?? Environment, Social, and Governance.
The fund does not rely on blanket parameters and mechanically calculated metrics, we follow our own methodology in classifying companies, and this subjectivity makes us stand out.
In the â??Impact ESGâ?? Fund, we have selected companies where there is an actual ground-level positive impact on the ESG side due to the companyâ??s operations.

Fund Manager Details


Anuj Jain
Work Exp. NA
Email ID anuj@greenportfolio.co
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.03

1 Year Turnover

0.57