Green Portfolio Private Limited • Equity
Green Portfolio Special Fund is an equity portfolio management service (PMS) strategy run by Green Portfolio Private Limited, launched on 12 Jul 2018. As of 30 Sep 2026, it manages ₹365 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +18.15% over 1 year, +15.71% over 3 years and +14.95% over 5 years (+22.54% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 6.50 percentage points ahead of its benchmark. Its 3-year return ranks 98th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Anuj Jain.
Ranked nearby on 3-year return: Alchemy Smart Alpha 250 (+15.80%), Flexi-cap Fundamental Opportunities (+15.77%), Wright Factor Fund (+15.71%), Diversified Multicap (+15.70%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.29% |
| 3 Months | +5.19% |
| 1 Year | +18.15% |
| 3 Years | +15.71% |
| 5 Years | +14.95% |
| Since Inception | +22.54% |
| management fee | Fixed Fees: Fixed management fee based on AuM: 2.25% |
| performance fee | Variable Fees: Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callGreen Portfolio Special Fund has a 1-year return of +18.15%, a 3-year return of +15.71%, a 5-year return of +14.95% and +22.54% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Green Portfolio Special Fund returned +14.95% against +8.91% for the BSE 500 TRI, 6.04 percentage points ahead. Over 3 years it returned +15.71% against +9.21%; Over 1 year it returned +18.15% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Green Portfolio Special Fund's 3-year return of +15.71% ranks 98th as of 30 Sep 2026.
Green Portfolio Special Fund is managed by Anuj Jain at Green Portfolio. The strategy manages ₹365 Cr of client assets as of 30 Sep 2026.
Green Portfolio Special Fund manages ₹365 Cr of client assets as of 30 Sep 2026.
The fee structure for Green Portfolio Special Fund includes: management fee: Fixed Fees: Fixed management fee based on AuM: 2.25%; performance fee: Variable Fees: Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%.
The minimum investment for Green Portfolio Special Fund is ₹50 Lakhs.
Green Portfolio Special Fund was launched on 12 Jul 2018. It has an 8-year track record.
Description
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