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Green Ethical Fund

One of the first of its kind in India, Green Ethical Fund aims to provide investors with a product that not only fulfils their financial needs but also fits well within their belief system of Shariah Principles of Investing. In collaboration with Islamically, we follow a disciplined approach of investing. Our main focus lies in investing into small and midcap space while maintaining a healthy risk-reward ratio.

At a Glance

Screened for Ethics

Being a trusted PMS fund, certified by Islamicly this portfolio observes a strict adherence to Shariah principles by filtering out non-compliant industries like gambling, alcohol, Tobacco, etc, making it an ideal choice for faith-conscious investors.

Selected for Growth

Strategically curated, this portfolio focuses on manufacturing and export oriented companies which are experiencing a J curve of business growth, specially in the small and mid-cap space that helps optimize the risk-reward ratio.

Sustained for Continued Compliance

Committed to stay fully ethical, selected investments are monitored bi-monthly to ensure ongoing compliance, with any non-compliant stocks removed promptly during the next rebalance. Moreover, a dividend purification ratio is shared for any prohibited income which could be purified.

Performance

Value of ₹1 Crore invested on Fund Inception Date

₹4.56 Crore

Launch Date
27th June 2024
SEBI Code
INP000006022
Benchmark
S&P BSE 500
Clients
42
Fund Size
INR 26.05 Crores

Fund Managers

CA Divam Sharma
CA Divam Sharma

CEO, Co-Founder

Divam Sharma brings over two decades of experience in wealth management, client advisory, and business leadership. As the CEO and Co-Founder of Green Portfolio, a SEBI-registered Portfolio Management Services (PMS) firm, Divam leads the firm's strategic direction, client relationships, and business development, overseeing an Assets Under Management (AUM) of ₹660.57 crore. Divam holds an MBA from the Indian School of Business (ISB), Hyderabad, and is a member of The Institute of Chartered Accountants of India (ICAI). His career includes significant tenures with Citi Bank and Kotak Mahindra Bank, where he developed expertise in portfolio adviso... Read More

CA Anuj Jain
CA Anuj Jain

CIO, Co-Founder

Anuj Jain is the Chief Investment Officer and Co-Founder of Green Portfolio, where he leads the research team and chairs the investment committee. With over 15 years of hands-on equity investing experience and 5+ years in financial consultancy, Anuj is the architect behind the firm's investment processes, stock selection frameworks, and portfolio construction methodologies. Anuj is a member of The Institute of Chartered Accountants of India (ICAI), bringing a strong foundation in financial analysis, valuation, and due diligence to his role. His career has been singularly focused on equity research and portfolio management, developing deep exp... Read More
SEBI Registered Custodian is mandatorily appointed by SEBI Registered PMS to manage fund accounting and custody of funds invested by investors with the PMS. This ensures investor safety and transparency for PMS investors. Green Portfolio has appointed Edelweiss, ICICI, and Orbis as its custodians. Our PMS clients can choose to work with either of these custodian partners.

Note: We also offer a completely online onboarding process, for details get in touch with us.
Edelweiss
icici
orbis

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FAQs

This portfolio is designed for you if you want to achieve your financial goals while ensuring your investments align with Islamic principles. With a strong focus on manufacturing and export-oriented small and mid-cap companies, it offers a strategic approach to optimize returns while maintaining compliance and ethical integrity.

Our portfolio is built on comprehensive research. To gain a deeper understanding, we encourage you to explore our detailed factsheet, review expert insights, and connect with our team for personalized guidance. You can also reach out to us directly on WhatsApp here.

Green Portfolio has appointed Edelweiss, ICICI, and Orbis as its custodians. These reputable institutions ensure that your investments are managed with the highest level of security and transparency.

A dividend purification ratio is calculated representing the percentage of dividends that should be donated to charity or otherwise removed to ensure compliance with ethical or religious investment guidelines. Click here to read about how a dividend purification ratio is calculated (Halal Stocks Finder and Screener | Shariah Advisor for your Halal Investments- Islamicly)

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