Mutual Funds

Invest with Mutual Funds schemes of 44 Mutual Fund Houses and also get your existing Portfolio Reviewed. Green Portfolio helps you choose the best Mutual Funds from over 2500 schemes. We follow a unique approach of continuous and rigorous research on the underlying investment portfolio of the schemes along with the traditional research parameters like historical returns, fund manager profile, Sortino and Sharpe ratios etc.

We help you re-balance the portfolio basis valuations, investment horizon, and risk profile. We also help you time the investments by suggesting on increasing or reducing SIP basis market dynamics.

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Invest in best Mutual Funds-

We help you invest in the “Sahi Hai Mutual Fund”. Our team helps you with buying Mutual Funds through a hassle-free process. We continuously monitor and help you switch your mutual fund investments to increase your portfolio returns. We give you access to our app through which you can monitor your investments. You have access to our investor relations team.

Mutual Fund Portfolio Review

We care for your existing investments. We do an extensive study of your portfolio basis your financial profile and risk-return expectations and help you rebalance the portfolio to be able to generate the best returns from your mutual fund investments

Mutual Fund Advisory Services

Unlike traditional brokers, we help you create a customized portfolio basis your risk-return profile, and financials goals. We help you rebalance portfolios and time the investment flows basis market dynamics.

Our Advisory services works as a yearly subscription to help you manage your investment portfolio.

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We prepare your Risk profile and Financial goals analysis

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Provide us your PAN card, Aadhar Card, Passport size Photo, Cancelled cheque

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Following are some of the important factors to be kept under consideration while choosing a Mutual Fund scheme:
  1. Underlying Portfolio of Mutual Funds
  2. Expense Ratio
  3. Historical Returns
  4. AMC and Fund Manager Profile
  5. Category of Mutual Fund
  6. AUM Size
  7. Macro Factors of economy
  8. Rating of Scheme
  9. Ratios like Sortino, Sharpe
  10. Diversification
  11. Churn Rate

Green Portfolio helps you choose the best Mutual Funds from over 2500 schemes. We follow a unique approach of continuous and rigorous research on the underlying investment portfolio of the schemes along with the traditional research parameters like historical returns, fund manager profile, Sortino and Sharpe ratios etc.

We help you re-balance the portfolio basis valuations, investment horizon, and risk profile. We also help you time the investments by suggesting on increasing or reducing SIP basis market dynamics.

Types of Mutual Funds

There are over 44 AMC’s offering over 2500 Mutual Fund schemes in various categories. These schemes have further sub categories like Direct, Regular, Dividend, and Growth. Below are some of the popular Mutual Fund categories.

Equity Large Cap: Equity Large cap Mutual funds are those that invest in equity shares of companies having large market capitalization. Large cap companies are well established players and have excellent track records and they typically have stable corporate governance practices. Largecap companies are those that fall in the top 100 rank of the given benchmark. As compared to small and mid-cap funds, these funds are less risky and may be ideal for relatively risk.

Mid Cap Mutual Fund: A mid cap mutual fund is a pooled investment vehicle that explicitly invests in the stocks of mid cap companies. Mid cap fund provides a diversified portfolio of mid cap companies (Top 101-250 companies) for investors. This fund focuses on investing predominantly in mid companies which tend to exhibit higher growth rates than well-established large size companies. The primary objective of the scheme is to seek to generate capital appreciation by actively investing in diversified mid cap stocks.

Small Cap: Small cap equity fund are those which invest in equity shares of the company which have smaller capitalization and listed over the top 250th rank of underlying benchmark. The investor who has the capacity to take higher risk can consider investing in this category. NAV of the fund fluctuates along with the movement of the underlying benchmark. Small cap fund can be ideal for the investors who may have long term goal like planning for children’s education, saving for your retirement. These stocks have delivered a higher return as compared to the benchmark.

Multi cap: Multi cap funds are diversified equity funds that invest in stocks of companies with different market capitalizations. These investment are done in varying proportion to meet the investment objectives of the fund. Investor who are moderate risk takers, and who do not have the inclination to research on a specific fund in the market. Since these scheme also invest in mid cap and small cap stocks, they are risker than large cap scheme that invest mostly in large companies.

Debt/Income fund: These fund invest in high rated fixed income bearing instruments like bonds, debenture, government securities, commercial paper and other market instrument. They are the best suited for the medium and long term investor who are averse to the risk and seek capital preservation. They provide regular income and safety to the investor. The main objectives of debt fund is to accumulate wealth through interest income and steady appreciation of the capital invested. The underlying asset generate fixed rate of interest throughout the tenure for which investors stay invested in the fund.

Hybrid Mutual Fund: The investment objective of the scheme is to generate capital appreciation. This scheme will also invest in debt and money market instruments. This product is suitable for the investors who are seeking to generate long term capital appreciation and who are seeking investment predominantly in equity and equity related instruments. This scheme will also invest in debt and money market instruments.

Gilt fund: Gilt funds invest in debt securities issued by central and state government of India. These securities usually have maturities in medium to long time horizon. Since they are government backed bonds they give a secured return and also ensure the safety of the principal amount. They are best suited for the medium to long term investors who are averse to risk.

Equity Linked Saving Scheme: Equity Linked Saving Scheme falls under the diversified category of mutual fund. ELSS aims at providing the dual benefit of capital appreciation and tax saving. These funds have a lock in period of three years.

Direct vs Regular Mutual Fund
Direct Mutual fund Regular Mutual Fund
Mutual Fund sold directly by Asset Management Company to client Mutual Fund sold through broker
No commission outgo by AMC Commission to Broker (0.6-1.5% per annum)
Expense Ratio 1-1.5% Expense Ratio 2-2.5%
Different registrations for different AMCs One registration for all AMCs (through broker)
Bias of AMC towards own scheme Bias of Broker towards fund from high paying schemes
Investor should monitor, change schemes Broker should monitor, suggest and change schemes
Fund of Funds (PMS)
Green Portfolio offers you a PMS product where your investment is managed in the Best of Direct Mutual Funds. This helps you save on the expense ratio and we charge just 1 pc management fee which is similar to what you pay to your brokers. Following are the benefits:

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