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Impact ESG Fund

The overall objective is to select undervalued stories that will multiply investor wealth over our investment horizon - three to five years. Stocks in this fund are backed by companies that respect strong ESG pillars. These businesses will be heavily adherent to their circle of ESG parameters. The fund utilizes a best-in-class approach wherein we achieve sector diversification and select the finest businesses in those sectors. 

Equal weightage is placed on all three pillars – Environment, Social, and Governance. The fund does not rely on blanket parameters and mechanically calculated metrics, we follow our own methodology in classifying companies, and this subjectivity makes us stand out. In the ‘Impact ESG’ Fund, we have selected companies where there is an actual ground-level positive impact on the ESG side due to the company’s operations.

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With Green Portfolio, my investments feel secure and aligned with my values. The team is transparent and keeps me informed about every step, and they have made my investing experience very hassle-free.
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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.

Deep ESG Integration with Real Impact

This fund invests in companies where ESG is embedded into the core of the business, not just as a compliance layer, but as a driver of long-term value. These companies demonstrate tangible, on-ground impact in areas like carbon reduction, community upliftment, and ethical governance. We avoid superficial ESG screens and focus on businesses where sustainability translates into measurable outcomes. Each company is evaluated through our proprietary framework that balances qualitative insight with material ESG data. This ensures a portfolio rooted in both conviction and accountability.

Deep ESG Integration with Real Impact

This fund invests in companies where ESG is embedded into the core of the business, not just as a compliance layer, but as a driver of long-term value. These companies demonstrate tangible, on-ground impact in areas like carbon reduction, community upliftment, and ethical governance. We avoid superficial ESG screens and focus on businesses where sustainability translates into measurable outcomes. Each company is evaluated through our proprietary framework that balances qualitative insight with material ESG data. This ensures a portfolio rooted in both conviction and accountability.

Performance

Value of ₹1 Crore invested on Fund Inception Date

₹4.56 Crore

Launch Date
23rd March 2022
SEBI Code
INP000006022
Benchmark
S&P BSE 500
Fund Size
INR 4.91 Crores
Clients
9

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.
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FAQs

The Impact ESG Fund aims to generate long-term wealth over a 3–5 year horizon by investing in undervalued companies that are aligned with strong Environmental, Social, and Governance (ESG) principles. It focuses on identifying businesses that not only offer growth potential but also create tangible, on-ground positive impact.

The fund primarily invests in small and mid-cap companies that are ESG leaders within their respective sectors. These businesses embed ESG into the core of their operations beyond compliance and demonstrate real-world outcomes such as carbon reduction, community upliftment, and ethical governance.

The fund uses a proprietary, non-mechanical ESG evaluation framework that combines qualitative insights with material ESG data. Every company is rigorously assessed through sector-specific screening, forward-looking ESG analysis, and due diligence to ensure accountability and impact. This structured yet flexible approach allows transparency and alignment with ESG goals.

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 trends

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