Category: Flexi Cap·Dominant allocation: Flexi Cap
Green Portfolio's Portfolio Fund Of Funds is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Anuj Jain, operational since Jan 2020. Benchmark: BSE 500 TRI.
AUM
₹52 Cr
Min investment
₹50 L
Inception
Jan 2020
Fund manager
Anuj Jain
About this strategy
Generating sustainable return while investing into other funds with least involvement. This scheme also holds legacy shares of clients till the time they are liquidated.
Performance
Returns (TWRR)
6M
+14.2%
1Y
+15.6%
5Y
+21.7%
Since inception
+18.8%
Alpha
6M
+17.7%
1Y
+17.5%
5Y
+9.5%
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.8%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Jan 2020)
₹3.1 CrStrategy
₹2.5 CrBSE 500 TRI
202020212025Today
Hypothetical illustration based on published TWRR over 6.6 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
1 Yr Turnover Ratio
24%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
What is Green Portfolio Portfolio Fund Of Funds PMS?
Green Portfolio Portfolio Fund Of Funds is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Anuj Jain, operational since Jan 2020. Generating sustainable return while investing into other funds with least involvement. This scheme also holds legacy shares of clients till the time they are liquidated.
What are the returns of Green Portfolio Portfolio Fund Of Funds?
As of the latest monthly update, Green Portfolio Portfolio Fund Of Funds has delivered 15.6% over 1 year and 21.7% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +17.5%.
What is the minimum investment for Green Portfolio Portfolio Fund Of Funds?
The minimum investment for Green Portfolio Portfolio Fund Of Funds Portfolio Management Services is ₹50 L. The fixed fee is 2.3% p.a.. A high watermark applies, meaning performance fees are charged only on new highs.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
