Special Fund

The investment objective of the PMS business is to consistently grow our investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion.

Over the years our Fund Managers have consistently compounded wealth by identifying and investing in Multi-Bagger stocks. This is a Growth at Reasonable Price strategy with utmost importance on corporate governance, growth prospects, industry dynamics, key company fundamentals, valuations and promoter integrity. We also emphasize the company’s marketing strategy, R&D spend, product capabilities, competition, feedback from stakeholders.

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At a Glance

Invest in future Multibaggers

This strategy aims at discovering high-growth potential early. Backed by deep research and a disciplined investment approach, this PMS targets fundamentally strong businesses poised to deliver multi-fold returns for consistent wealth creation.

Blend growth and value investing

This fund follows a Growth at Reasonable Price (GARP) strategy that combines growth and value investing attributes. It aims to identify strong growth-potential businesses available at fair valuations, hence capturing future upside without overpaying.

High-reward picks with moderate risk

While the risk profile remains moderate, investments are strategically placed in fundamentally strong companies in the small and midcap space, offering the potential to deliver attractive returns.

Performance

Value of ₹1 Crore invested on Fund Inception Date

₹4.56 Crore

Launch Date

12th July 2018

SEBI Code

INP000006022

Benchmark

S&P BSE 500

Clients

250

Fund Size

INR 331.77 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

View Pricing Structure

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

If your personal goals do not require you to withdraw your funds within the next three years, and you have a moderate risk appetite, this fund is suitable for you.

Our churn rate for Special Fund is 30%

In our PMS, we follow allocation of funds on individual account level, hence your funds are allocated only when the right entry points are available in the right stocks at the time if investing. This means that your portfolio allocation is unique to your time of entry, leading to a better risk-reward ratio.

The Special Fund aims to consistently grow investors’ wealth through disciplined capital allocation and stock selection, while prioritizing protection from capital erosion. This fund follows a long-term Growth at Reasonable Price (GARP) strategy and focuses on identifying multi-bagger opportunities with strong fundamentals and sound corporate governance.

The fund invests primarily in small and midcap companies with strong parentage, robust business models, and high growth potential. The selection process emphasizes factors such as promoter integrity, valuations, industry dynamics, R&D spend, marketing strategy, and feedback from stakeholders, aiming to identify businesses undergoing sustainable value creation.

The Special Fund is structured as a flexi-cap portfolio, but maintains a strong and consistent bias towards small and midcap stocks, where we generally find the highest long-term growth potential. The portfolio construction is rooted in thorough bottom-up research, with a focus on holding high-conviction multi-bagger stocks that align with the fund’s disciplined investment framework.

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

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.

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