Green Portfolio PMS strategies
Green Portfolio runs 8 portfolio management strategies listed with APMI, managing ₹769 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Green Portfolio Special Fund | Equity | Anuj Jain | ₹370 Cr | +16.85% | +4.76 pts | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Green Portfolio Super 30 Dynamic Fund | Equity | Anuj Jain | ₹272 Cr | +18.56% | +6.47 pts | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Green Portfolio Fund of Funds | Equity | Anuj Jain | ₹49.02 Cr | +19.40% | +7.31 pts | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| The Green Ethical Fund | Equity | Anuj Jain | ₹39.85 Cr | — | — | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Green Portfolio Dividend Yield Fund | Equity | Anuj Jain | ₹33.78 Cr | +25.43% | +13.34 pts | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Green Portfolio the Impact ESG Fund | Equity | Anuj Jain | ₹3.95 Cr | +17.90% | +5.81 pts | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Green Portfolio Index Fund | Equity | — | — | — | — | — | ₹50 Lakhs | — |
| Green Portfolio MNC Advantage Fund | Equity | Anuj Jain | — | — | — | 2.25% fixed or 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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