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.

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At a Glance

Turn stable dividends into lasting wealth

This strategy focuses on companies with a proven history of consistent dividend payouts and strong balance sheets. By investing in financially sound businesses across sectors, these stable dividends can compound into meaningful long-term wealth.

Strategically tap into the small and mid-cap segment

Leveraging our deep expertise in the small and midcap market, we carefully select stocks that balance steady income generation with future growth, positioning the fund for long-term success. The fund targets high-dividend-yielding stocks within this space, with a strong focus on those that also have significant upside for capital appreciation.

Get stable returns with moderate risk

Built on fundamentally strong companies with strong governance and sectoral leadership, this portfolio emphasizes capital preservation. Based on a disciplined, research-driven approach, this fund ensures that investments are made in resilient businesses.

Performance

Value of ₹1 Crore invested on Fund Inception Date

₹4.56 Crore

Launch Date

23rd September 2019

SEBI Code

INP000006022

Benchmark

S&P BSE 500

Clients

38

Fund Size

INR 24.02 Crores

Fund Managers

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

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

Our Custodians

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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.

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FAQs

The Dividend Yield Fund aims to generate regular dividends along with capital appreciation by investing in a diversified set of high-quality equities across multiple sectors.

The fund invests primarily in companies that have a proven track record of financial excellence, demonstrate consistent earnings, and maintain a healthy dividend payout ratio. These businesses are selected for their strong fundamentals, robust growth potential, and commitment to shareholder value, ensuring a reliable and attractive return to investors.

Green Portfolio provides comprehensive research reports on a quarterly basis, ensuring that investors are well-informed throughout the investment period. The fund managers conduct in-depth analysis to select companies with high dividend yields and solid financial health, combining strategic insights with disciplined capital allocation for optimal returns.

This fund focuses on the small and midcap space, where we see the most growth potential. The companies selected have the capacity to evolve into tomorrow’s large caps, driven by their strong fundamentals and solid backing.

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 (link).

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.

Yes, NRIs with a demat account on our partnered broker platforms can invest in our Green Ethical smallcase. Similarly, individuals with an NRO/NRE account can invest in our PMS seamlessly.

The fund employs a disciplined risk management approach through: Extensive research & due diligence before stock selection Continuous monitoring with regular management discussions On-ground research to track company performance and market

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