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 changed over the above mentioned prices.

 

Benefits with Green Portfolio:

• 3 Generations of Successful Investing Experience(PMS)-INP000000006022
• Model based research on Mutual Funds SEBI Registered Portfolio Manager
• 3000+ Mutual Fund shemes from 45 AMCsKaunsa Mutual Fund sahi hai?
• Easy payment optionsPayTM, Master card, VISA, etc
• Uniue Research MethodologyGreen Can Investing
• Extensive use of Ace Equity and Ace MF Database 
• Risk Profile CalculationPortfolio review based on your Personal Risk Profile
• Customized ReportMailed to you within 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 2016
  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)