High Dividend Yield and Capital Appreciation
Managed by Green Portfolio
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 37,848
One investment for all market conditions. Works for everyone.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 37,848
3Y CAGR
43.72%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
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
NA
11.00
NA
1.47
NA
2.18
NA
21.75
NA
3.09
NA
0.87
Technicals
NA
2.11
NA
1.94
NA
24.71
NA
Pro
NA
Pro
NA
Pro
Relative
NA
7.16
NA
0.96
NA
Pro
NA
Pro
NA
Pro
NA
Pro
PortfolioSee detailed constituents
Key details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 17 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 21, 2023 | Jul 21, 2023 |
About the smallcase
-Invests in 15-20 companies with consistent High Dividend Yield.
-Investments with potential to generate dividend income and
capital appreciation.
-Companies with Strong Balance Sheet and Low Debt on books.
-Companies with Good Management integrity, capability and
performance track record.
-Companies available at Reasonable Valuations as compared to
their earnings potential.
-Multi-cap Strategy (invests in Large Cap, Mid Cap and Small Cap
shares).
-Announcements, Results, News of the companies are regularly researched to ensure stock potential
Launch Date
Mar 20, 2020
Subscription Fees
₹ 4,720/6m
Factsheet
Download key points for this smallcase
About the Manager
Green Portfolio
Manages 31 smallcases
Wealth Creation through a strong fundamental research and disciplined investing. Top performing research house!
SEBI Registration No: INH100008513
Disclosures
