Special

Green Portfolio Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 July 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹307.54
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

To invest in unique companies; 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.When a stock is selected , no investments are made unless and until the team foresees a 200-300% appreciation opportunity. Hence, despite it being a High-Quality business, the stock should be available at the Right Price.

Investment Objective

Higher returns from investment in Mid/ small cap with proprietary risk reduction strategy.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.68% -0.24% -1.44%
3 MONTHS -3.33% 5.02% -8.35%
6 MONTHS -6.59% 1.63% -8.22%
1 YEAR -10.76% 7.63% -18.39%
2 YEAR 7.29% 11.65% -4.36%
3 YEAR 16.46% 16.41% 0.05%
5 YEAR 21.33% 16.82% 4.51%
SINCE INCEPTION 21.74% 17.04% 4.70%

Calendar Year Performance

Year Return
CY 2025 -10.76%
CY 2024 28.99%
CY 2023 37.21%
CY 2022 4.13%
CY 2021 59.83%
CY 2020 34.92%
CY 2019 10.42%
CY 2018 11.16%

Financial Year Performance

Year Return
FY 26_YTD 7.90%
FY 25 11.60%
FY 24 46.22%
FY 23 -3.67%
FY 22 44.61%
FY 21 80.39%
FY 20 -15.00%
FY 19 16.87%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

CA. Divam Sharma

CEO, Co-Founder

With over 15 years of experience in managing investments in the stockmarket, he is an MBA from Indian School of Business, Hyderabad.Divam is a member of The Institute of Chartered Accountants of IndiaDivam has been the driving force of the company since its inception.He is responsible for customer management, business developmentand has played a pivotal role in strategic decisions.

Portfolio Details

Portfolio Composition

Large Cap
2.61%
Mid Cap
14.10%
Small Cap
73.07%
Cash & Equivalent
1.52%

Top 5 Holdings

  • Schaeffler India Limited 10.45%
  • Sanghvi Movers Ltd. 4.80%
  • Tatva Chintan Pharma Chem Limited 4.36%
  • Kalyani Steels Ltd 4.14%
  • HFCL Limited 3.81%

Top 5 Sectors

  • Automobile and Auto Components 25.49%
  • Chemicals 15.62%
  • Capital Goods 13.71%
  • Healthcare 13.59%
  • Services 4.80%

Portfolio Characteristics

total number of stocks
48
top 5 stocks percent
27.56%
top 5 sectors percent
73.21%
average market cap
20669.75
portfolio age
7 Yrs, 5 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.25%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)