High Quality Right Price
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.
₹ 20,470
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.
₹ 20,470
3Y CAGR
48.11%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Mid & 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
18.29
NA
2.15
NA
0.53
NA
27.93
NA
3.48
NA
1.22
Technicals
NA
2.49
NA
7.78
NA
19.22
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-12.31
NA
1.31
NA
Pro
NA
Pro
NA
Pro
NA
Pro
PortfolioSee detailed constituents
Key details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 20 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 29, 2023 | Jul 29, 2023 |
About the smallcase
Invests in 15-22 companies that can Multiply Your Wealth in the next 2-4 years.
Theme:
-AatmaNirbhar Bharat- Policy Formulated by PM of India to make India a "bigger and more important part of the global economy" pursuing policies that are efficient, competitive, resilient and being self-sustaining and self-generating.
-China Plus One- Is the business strategy to avoid investing only in China and diversify business into other countries. Many companies are looking to diversify their manufacturing into countries like India as a part of their de-risking strategy.
-Production Linked Incentive Scheme- Extends an incentive of 4% to 6% on incremental sales (over the base year) of goods manufactured in India and covered under target segments, to eligible companies, for a period of five (5) years
-Make in India-Initiative to encourage companies to manufacture in India and encourage dedicated investments into manufacturing.
-Government initiatives like Anti Dumping Duty, Import Licensing
High Quality Right Price Companies
-Strong Balance Sheet and Low Debt on books.
-Good Management integrity, capability and performance track record.
-Available at Reasonable Valuations
-Multi-cap Strategy
-Announcements, Results, News of the companies are regularly researched
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
