THE GREEN ETHICAL FUND
THE GREEN ETHICAL FUND is a Equity Portfolio Management Service launched by Green Portfolio Private Limited on June 2024. Managed by Anuj Jain, the fund holds ₹30 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: 14.69% (1Y), 9.3% since inception. Performance data as of July 2026.
THE GREEN ETHICAL FUND
29.53 CR AUM
THE GREEN ETHICAL FUND
29.53 CR AUM
anuj jain
What is this fund's investment objective?
The investment objective of this fund is to grow investor wealth through disciplined capital allocation strategies in a flexi-cap portfolio structure with 15-20 stocks. The aim is to achieve this growth whilst remaining compliant under shariah rules of finance, based on the screening provided to us by our screening partner Data Ratings Intelligence. The portfolio will employ a GARP strategy with utmost importance on corporate governance, promotor integrity, and valuations to ensure protection from capital erosion.
How has THE GREEN ETHICAL FUND performed?
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
How has this fund performed vs its benchmark?
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
Similar Investment Approaches
