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GREEN PORTFOLIO SPECIAL FUND

GREEN PORTFOLIO SPECIAL FUND is a Equity Portfolio Management Service launched by Green Portfolio Private Limited on July 2018. Managed by Anuj Jain, the fund holds ₹331 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed management fee based on AuM: 2.25%% fixed fee and Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%% performance fee. Trailing returns: 3.99% (1Y), 18.9% CAGR (3Y), 21.87% since inception. Performance data as of July 2026.

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GREEN PORTFOLIO SPECIAL FUND

Green Portfolio Private Limited

331.10 CR AUM

GREEN PORTFOLIO SPECIAL FUND

GREEN PORTFOLIO SPECIAL FUND

Green Portfolio Private Limited

331.10 CR AUM

BSE 500 TRI
Benchmark
7yr 11mo
Age
EQUITY
Strategy
Fixed management fee based on AuM: 2.25%
Fixed Fees
Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
7yr 11mo
Age
EQUITY
Strategy
Fixed management fee based on AuM: 2.25%
Fixed Fees
Fixed management fee based on AuM: 1.25% Performance fee: 15% Hurdle rate: 10%
Variable Fees
NIL
Exit Load
Fund manager

anuj jain

Fund Manager
EQUITYStrategies

Anubhav holds an MSc in Quantitative Finance from University of Westminster London, and an MBA from Indian Institute of Management, Ahmedabad.

Anubhav holds an MSc in Quantitative Finance from University of Westminster London, and an MBA from Indian Institute of Management, Ahmedabad.

What is this fund's investment objective?

The investment objective of the PMS business is to consistently grow our investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion. Over the years our Fund Managers have consistently compounded wealth by identifying and investing in Multi Bagger stocks. This is a Growth at Reasonable Price strategy with utmost importance on corporate governance, growth prospects, industry dynamics, key company fundamentals, valuations and promoter integrity. We also emphasize the company's marketing strategy, R&D spend, product capabilities, competition, feedback from stakeholders.

How has GREEN PORTFOLIO SPECIAL FUND performed?

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1M IA return
4.77%
1M benchmark return
-0.17%
Alpha
4.94%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.77%
1M benchmark return
-0.17%
Alpha
4.94%
1M Wealth multiple
1.05x

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