APMI

GREEN PORTFOLIO INDEX FUND

Investment Approach Details

₹0.00

(AUM CR)

PMS Provider Name

Green Portfolio Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

30/12/2019

Age

4.4 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

BSE Sensex being a weighted stock market index, consist of 30 stocks from Paints to Banking stocks. Historically, one-third of the stocks underperform whereas the others outperform the Index.
The objective of our Index Fund is to carefully select and allocate funds to 15-20 stocks from the index. It is essential for these meticulously selected companies to exhibit a high degree of corporate governance, consistent growth patterns, future growth prospects and yield financial excellence. The deployment of funds is conducted in a staggered manner, equipping us to outperform the Index and deliver outstanding returns.

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

0.00

1 Year Turnover

1.80