Green Portfolio PMS or Portfolio Management Review 2025

Green Portfolio PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Green Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.686.03 Cr.
Avg. 1 Year Return	6.60%
Active Clients	396
No. of Strategies	6
Minimum Investment	Rs.50 Lakh
Experience	8 Years

Green Portfolio PMS - Company Overview

Green Portfolio Management Service Performance or Returns

1 Year Return

6.60%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

22.66%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

22.96%

Nifty 50 - 5 Year Return

11.60%

Green Portfolio PMS Commission, Charges or Fees

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Best Strategies by Green Portfolio Management Services

Check out various strategies or Investment approaches provided by Green Portfolio Managers.

Strategy Name	Special	Dividend Yield	MNC Advantage	Super 30 Dynamic	The Impact ESG Fund	The Green Ethical Fund
Start Date	12-Jul-18	23-Sep-19	23-Sep-19	30-Sep-19	23-Mar-22	27-Jun-24
Category	Small & Mid Cap	Thematic	Thematic	Small Cap	Thematic	Thematic
Benchmark	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI
AUM (Rs.)	Rs.330.92 Cr.	Rs.28.86 Cr.	Rs.9.36 Cr.	Rs.230.55 Cr.	Rs.3.94 Cr.	Rs.28.03 Cr.
No. of Stocks	46	30	21	42	28	46
1 Yr. Return	3.99%	17.04%	-3.04%	11.00%	3.18%	7.42%
3 Yr. Return	18.90%	30.59%	16.10%	23.48%	24.22%	NA
5 Yr. Return	16.52%	26.77%	16.89%	31.64%	NA	NA
Fund Manager	Mr. Divam Sharma	Mr. Divam Sharma	Mr. Divam Sharma	Mr. Divam Sharma	Mr. Divam Sharma	Mr. Divam Sharma