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Multinational Companies (MNC) Advantage Fund

The objective of the fund is to deliver consistent capital appreciation by investing in multi-national corporations that have a strong parentage, internationally appreciated brands and a good corporate governance structure. The corporations included in the fund will have successful international operations, ongoing R&D and CAPEX programs, access to global research, along with a strong market share in its industry.

The deployment of funds is conducted in a staggered manner, equipping us to outperform the Index and deliver outstanding returns.

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Partnering with Green Portfolio has taken the guesswork out of investing for me. I have seen my portfolio grow steadily. Despite volatile markets, I appreciate their long-term, patient, and research-driven approach.
Profile
Kshitij Sharma COO, Pharma Company
Quote 36.3%

At a Glance

Invest in Global Brands, Built for India

The fund focuses on globally trusted MNCs that bring their international parentage and global best practices to the Indian market. With a sharp local focus, these companies offer an attractive investment proposition.

Tap into India’s Small & Midcap Strength

The fund taps into the high-growth potential of India’s small and midcap segment by focusing on companies that are the emerging leaders. These companies often operate in niche sectors with significant headroom for expansion.

Consistent returns with moderate risk

By adopting a staggered investment approach, the fund aims to reduce market timing risk and smoothen the impact of volatility. This makes the fund suitable for investors seeking balanced growth with a moderate risk profile.

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
Fund Size
INR 12.77 Crores
Clients
13

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

The objective of the fund is to deliver consistent capital appreciation by investing in high-quality multinational corporations. These companies offer a blend of global expertise, strong governance, and stable long-term growth potential.

The fund focuses on multinational corporations with strong parentage, internationally recognized brands, successful global operations, and a solid presence in India. These companies also have ongoing R&D and CAPEX programs, along with access to global research.

The fund follows a staggered investment approach to manage risk and optimize returns. This strategy helps in outperforming the index while maintaining a balanced exposure to high-quality MNCs.

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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