Dividend Yield Fund

The objective of the fund is to generate dividends along with capital appreciation for investors, through a diversified set of equities from various sectors. It is essential for the companies to exhibit a high degree of corporate governance, consistent growth patterns, and future growth prospects and have a high dividend yield. 

Since these stocks have a proven track record of financial excellence and distribute a commendable portion of their earning, they almost always assure a lucrative return to the investor. We aim to provide substantial gains in the medium to long term, with a minimum time horizon of three years. And throughout this investment period, we provide comprehensive research reports on a quarterly basis.

Launch Date

23rd September 2019

Benchmark

BSE Midcap Index

Fund Size

INR 13.79 Crores

Clients

14

SEBI Code

INP000006022

2Y CAGR

24.54%

Min. Investment

INR 50,00,000

Fund Managers

...
CA Divam Sharma

CEO, Co-Founder

With over 15 years of experience in managing investments in the stock market, and being an MBA from Indian School of Business Hyderabad, Divam is a member of The Institute of Chartered Accountants of India. Divam has been the driving force of the company since its inception. He is responsible for customer management, business development and research, and has played a pivotal role.

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...
CA Anuj Jain

CIO, Co-Founder

Anuj heads the research team that has been consistently outperforming the Sensex. With over 5 years in Financial Consultancy and 15 years of investing in the stock market, along with being a Member of The Institute of Chartered Accountants of India, He plays a crucial role in the investments that Green Portfolio allocates to special stocks.

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Our Custodians

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.

zerodha
pmsBazar
Angelone
View Pricing Structure

CAGR

24.54%

Min. Investment

INR 50,00,000

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