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Rising Responsibly: Green ESG

ESG (Environmental, Social, Governance) focused fund for long term sustainable wealth creation


Suitable For

Moderate Investors

P/E Ratio

26.14

Sharpe Ratio

2.02

Min. Investment

₹17,076

Recommended Investment

Upto 25 Lacs

3Y CAGR

22.13%


Performance

Current value of ₹ 100 invested at inception would be:

₹ 165.51

₹ 158.07

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?

Invest in high quality Small/Mid cap stocks that not only create long term sustainable returns but also help promote a more equitable and sustainable world for all.


In this strategy we endeavor to invest in companies that help


  • Save our environment
  • Treat various stakeholders fairly
  • Give back to the community


while fulfilling our basic requirement of delivering consistent, top notch financial performance backed by an honest management. Such companies acknowledge and manage ESG risks better than their peers, including climate change, employee health and safety and board independence. They also don't get into egregious negative controversies that have meaningful long term impact on the value of the firm. This also shows in the historical performance of NIFTY 100 ESG Index that has consistently outperformed the Nifty 50 Index.


ESG investing in India is now gaining momentum with almost 76% increase in inflows into ESG Funds in 2021. As a country, government is now promoting more and more production of renewable energy, use of Electric vehicles, recycling of waste, waste water treatment and many such initiatives aimed at creating a green economy. India has committed to becoming a net-zero carbon emissions by 2070. From Governance point of view SEBI has directed all companies to provide detailed disclosures on their ESG metrics. The ESG trend is only going to get intense going forward and we as investors need to invest in making this world a better place to live.

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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?
₹5,900₹4,720

6 Months

₹ 787 / mo

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₹8,260₹7,080

12 Months

₹ 590 / mo

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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

Rising Responsibly: Green ESG

Rising Responsibly: Green ESG

Subscribe at ₹590 per month

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