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Green Ethical Portfolio - Shariah Investing

Invest in a diversified portfolio of stocks based on Shariah Principles of Investing.

Watch Portfolio Intro Video

Suitable For

Moderate Investors

P/E Ratio

27.62

P/B Ratio

4.59

Min. Investment

₹35,980

Recommended Investment

Upto 25 Lacs

2Y CAGR

54.03%


Performance

Current value of ₹ 100 invested at inception would be:

₹ 210.42

₹ 210.44

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

About this smallcase

Why should you invest in this smallcase?

Flexi-cap portfolio that invests in 15-20 value and growth stocks based on Shariah Principles of Investing.

 Growth Drivers:

·       Import substitution beneficiaries.

·       Supply chain re-shoring (China Plus One) beneficiaries

·       Manufacturing Oriented companies, from India for the World.

·       Beneficiaries from infrastructure creation and related growth

·       Consumption growth beneficiaries from aspirational middle class

 

Monitors and updates from screening database from Islamicly (refer to their website for screening criteria's)


Key features:

·       Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations

·       Exposure to a larger universe of shariah-compliant companies with benefits of diversification and higher returns.

·       If a stock is reported non-compliant, we ensure that the portfolio gets updated in the upcoming rebalance.

·       Dividend purification notification is sent to all investors on a periodic basis

 

Key recommendations:

·       Keep an investment horizon of 2-3 years for capital appreciation.

·       Rebalance schedule is quarterly

·       Recommended investment amount is Rs. 2-5 lakhs 

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Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.

Why This Pricing?
₹7,077₹4,720

6 Months

₹ 787 / mo

Subscribe Now
₹9,440₹7,080

12 Months

₹ 590 / mo

Subscribe Now
₹2,360

3 Months

₹ 787 / mo

Subscribe Now

FAQs

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

By subscribing to a smallcase, you get access to the stocks and weights that are within the portfolio, since we are integrated with 16 of the major brokers in the country, the process of investing in the portfolio, rebalancing in a timely manner, as well as topping up becomes super easy and a one click process. Subscription is a fixed cost regardless of the amount that you choose to invest in the smallcase.

Taxes for smallcases of stocks follow the same guidelines as for individual equities. Short-term capital gains tax of 15% applies to stocks sold within 12 months, excluding losses. Long-term capital gains tax of 10% applies to stocks sold after 12 months with gains exceeding Rs. 1,00,000, effective from April 1, 2018. For more information, please refer to the FAQs provided by the Central Board of Direct Taxes - http://incometaxindia.gov.in/News/FAQ-on-LTCG.pdf.

Dividends are taxed in the hands of recipients at their applicable rates.

Green Portfolio smallcases are currently available on several brokers including Alice blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5 paisa, ICICI direct, Dhan, Fundzbazar, and Fisdom. To explore and invest in smallcases, you can log in to your existing account with any of these brokers or open a Demat & trading account with them.

You can schedule a one-on-one meeting with our team and clear all your doubts by scheduling a call here.

You can find the refund policy here.
Investment Performance

Principal Amount

Duration

Gold

Bank FD

Equity Smallcap

Green Ethical Portfolio - Shariah Investing

Green Ethical Portfolio - Shariah Investing

Subscribe at ₹787 per month

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