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DiviGrowth Capital

Managed by Green Portfolio

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 43,158

Invest in High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs)

OverviewPortfolio

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 43,158

3Y CAGR

46.72%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Small Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
Loading...
1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.29x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Dividend
Growth

+1 more

Comparable Index

Comparable Index

Equity Small Cap

Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated

Key Metrics

Fundamental

  1. NA

    12.63

  2. NA

    1.58

  3. NA

    5.57

  4. NA

    27.75

  5. NA

    3.42

  6. NA

    0.70

Technicals

  1. NA

    2.07

  2. NA

    0.00

  3. NA

    41.18

  4. NA

    Pro

  5. NA

    Pro

  6. NA

    Pro

Relative

  1. NA

    2.71

  2. NA

    1.03

  3. NA

    Pro

  4. NA

    Pro

  5. NA

    Pro

  6. NA

    Pro

Portfolio

See detailed constituents 

Key details about smallcase portfolio

ConstituentsRebalance Frequency
17quarterly
Last RebalanceNext Rebalance
Aug 5, 2023Nov 5, 2023

About the smallcase

A multicap strategy, this smallcase is best suited for those who want a regular stream of income. The stocks in this portfolio yield high dividends along with capital appreciation, hence the name Dividend plus Growth. It is believed that PSU companies are best suited if you want to earn dividends but we do not invest in PSUs, whatsoever. 


The companies in this portfolio-

  • Have stable revenue stream and cash flows
  • Are high growth companies with stable cash flows, enabling consistent dividends with significant capital appreciation.
  • Are available at reasonable valuations as compared to their earnings potential
  • Have good management integrity, capability and performance track record.


Launch Date

Mar 20, 2020

Subscription Fees

₹ 4,720/6m

Factsheet

Download key points for this smallcase

DiviGrowth Capital

See all plans and benefits

DiviGrowth Capital

About the Manager

Green Portfolio

Manages 32 smallcases

Green Portfolio

Wealth Creation through a strong fundamental research and disciplined investing. Top performing research house!

SEBI Registration No: INH100008513

Disclosures
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