Note: Historical Performance of Mutual Funds or Brand name does not guarantee a future return on mutual funds. A detailed Portfolio Research is needed to choose the best Mutual Funds for you.

Note: We help you create the best customized portfolio considering the best suited Mutual Fund categories for you

GST to be charged over the above mentioned prices.

Shifting investments have given better returns to 100% of our customers.

Benefits with Green Portfolio:

• SEBI Registered Portfolio Manager(PMS)-INP000000006022
• CA and MBA Qualified Fund Managers
• Well Diversified Portfolio 
• Each Portfolio is customized as per the client risk profiling and investment horizon
• Unique Research MethodologyGreen Can Investing
• Model Based ContinuousResearch on Mutual Funds
• Extensive use of Ace Equity and Ace MF Database
• Customized ReportMailed to you in 7 working days

How does Green Can Investing screen Mutual Funds:

• 80% Weights on Portfolio of Mutual Fund Scheme, 20% weights towards Historical Performance, Ratios and Fund Structure
• Portfolio of Mutual Funds ranked basis 21 financial parameters, and industry weight, promoter group weight, corporate governance weight
• Historical Performance and Fund Structure ranked basis returns (1month-5 years), Risk Ratios (Sortino, Sharpe etc), AUM, Expense Ratio, AMC and Fund Manager Profile, Crisil Rating for every category of Mutual Fund
• Debt Funds are additionally assessed basis Debt Equity, Cash Flows, Interest coverage ratios and Instrument credit ratings
• Cumulative score, category wise ranking of Mutual Fund is derived
• Additionally industry performance, valuations, momentum is considered which constructing your Mutual Fund Portfolio
• Portfolio is Re-Balanced every 6-12 months basis market conditions
• Regular review of mutual fund scheme constituents basis monthly fund fact sheet filings

Returns from different sector focussed funds, market caps weights and Debt-Equity schemes vary in different investment periods (as on 18.3.2020)

• Category-ELSS	Returns since 2016
  Axis long term equity fund growth	-1.23%
  Mirae Asset Tax Saver Fund-Growth	14.55%

• Category-Multicap Fund	Returns Since 2017
  Axis Multicap Fund	-3.35%
  JM Multicap Fund	9.56%

Historical returns do not guarantee a future return from a Fund (as on 18.3.2020)

• Fund	Returns since 2017	Returns since 2015
  LIC MF Mid and Largecap Fund	40.13%	-3.24%
  Mirae Asset Largecap Fund	38.58%	3.86%

You have to continuously monitor portfolio allocations of Mutual Funds and Switch

• Categories	Performance	Performance
  Largecaps	2014-17 (laggards)	2017-19 (Leaders)
  Private Banking and Auto	2014-18(Leaders)	2019 onwards (Laggards)
  Smallcap	2014-17 (Leaders)	2017-19 (Laggards)