- SEBI reg.
- INP000006022
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Green Portfolio
₹773 Cr
Assets under management
463 clients · 7 strategies · 30 Sep 2026
Green Portfolio managed ₹773 crore for 463 clients at 30 Sep 2026, across 7 strategies, most of it for domestic individuals and others. In September clients added ₹14.88 crore and withdrew ₹6.13 crore.
Key numbers
- SEBI registration
- INP000006022
- Discretionary AUM
- ₹770 Cr
- Non-discretionary AUM
- ₹3.30 Cr
- Advisory assets
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Green Portfolio Special | Equity | ₹365 Cr | +18.15% | −2.33% |
| Super 30 Dynamic Fund | Equity | ₹276 Cr | +20.49% | −2.33% |
| Fund of Funds | Equity | ₹49.43 Cr | +12.40% | −2.33% |
| The Green Ethical Fund | Equity | ₹39.92 Cr | +22.27% | −2.33% |
| Dividend Yield Fund | Equity | ₹34.98 Cr | +19.12% | −2.33% |
| The Impact ESG Fund | Equity | ₹3.83 Cr | +7.62% | −2.33% |
| MNC Advantage Fund | Equity | ₹0 | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 354 | ₹532 Cr |
| Domestic corporates | Discretionary | 22 | ₹141 Cr |
| Non-resident Indians | Discretionary | 83 | ₹95.30 Cr |
| Domestic corporates | Non-discretionary | 1 | ₹2.11 Cr |
| Foreign portfolio investors | Discretionary | 2 | ₹1.63 Cr |
| Domestic individuals and others | Non-discretionary | 1 | ₹1.19 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹14.88 Cr
- Outflow, Sep 2026
- ₹6.13 Cr
- Net, Sep 2026
- ₹8.75 Cr
- Inflow, FY to date
- ₹103 Cr
- Outflow, FY to date
- ₹85.14 Cr
- Net, FY to date
- ₹17.55 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Green Portfolio manage?
₹773 crore for 463 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Green Portfolio have?
463 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Green Portfolio offer?
It reported 7 to SEBI for 30 Sep 2026: Green Portfolio Special, Super 30 Dynamic Fund, Fund of Funds, The Green Ethical Fund, Dividend Yield Fund, The Impact ESG Fund, MNC Advantage Fund.
Is Green Portfolio registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006022.
Has Green Portfolio had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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