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.

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.

• Customized basis your risk return profile and investment goals
• Regular Rebalancing between various categories of Debt and Equity funds basis your goals and market dynamics
• Hassle free investing in your PMS demat account
• Access to your portfolio through our dashboard

Start a conversation- Our Team helps you with the most customized and financial goal based investment solutions. Click below to start a conversation with us.