Green Portfolio
Portfolio Super 30 Dynamic Fund
Green Portfolio's Portfolio Super 30 Dynamic Fund is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Anuj Jain / Divam Sharma, operational since Sep 2019. Benchmark: BSE 500 TRI.
AUM
₹246 Cr
Min investment
₹50 L
Inception
Sep 2019
Fund manager
Anuj Jain / Divam Sharma
The objective of this fund is to provide a very high reward by choosing to invest in business turnarounds that lead to a spike in performance due to a special situation forming such as a change in key management, M&A, and expansion-driven capex initiatives that create unique investment opportunities in small and microcap companies undergoing transformational changes. These events can significantly enhance valuations, offering strong potential to maximize investor returns.. The strategy thus aims to provide substantial gains in the medium to long term, with a minimum time horizon of three years. Throughout this investment period, provides comprehensive research reports on a quarterly basis.
6M
+22.7%
1Y
+15.3%
5Y
+26.9%
Since inception
+27.6%
6M
+26.2%
1Y
+17.3%
5Y
+14.7%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+16.2%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Sep 2019)
Hypothetical illustration based on published TWRR over 6.9 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
17-25 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
145%
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.