Manager
Green Portfolio
Service
Discretionary
Asset class
Equity

Green Portfolio Special

+18.15%

1-year return

Benchmark BSE 500 Total Return Index −2.33% · to 30 Sep 2026

Green Portfolio’s Green Portfolio Special returned 18.15% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 Total Return Index. It managed ₹365 crore across its clients.

Key numbers

AUM
₹365 Cr
Benchmark
BSE 500 Total Return Index
Turnover, past year
0.25×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Green Portfolio Special returns against the BSE 500 Total Return Index
PeriodThis strategyBSE 500 Total Return IndexDifference
1 month−1.29%−5.57%+4.28%
3 months+5.19%−3.59%+8.78%
6 months+45.47%+8.07%+37.40%
1 year+18.15%−2.33%+20.48%
2 years+4.55%−3.93%+8.48%
3 years+15.71%+9.21%+6.50%
4 years+16.93%+11.22%+5.72%
5 years+14.95%+8.91%+6.05%
Since inception+22.54%+12.14%+10.40%

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.

Portfolio mix

  • Listed equity97.52%
  • Cash and other1.51%
  • Mutual funds0.73%
  • Debt0.24%

Flows and turnover

Inflow, Sep 2026
₹2.52 Cr
Outflow, Sep 2026
₹2.72 Cr
Net, Sep 2026
−₹0.20 Cr
Net, FY to date
₹2.07 Cr
Turnover, month
0.02×
Turnover, past year
0.25×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Green Portfolio Special returned?

18.15% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.29%; 3 months: 5.19%; 6 months: 45.47%; 1 year: 18.15%; 2 years: 4.55%; 3 years: 15.71%; 4 years: 16.93%; 5 years: 14.95%; Since inception: 22.54%.

How has it done against its benchmark?

Its benchmark, the BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 20.48 percentage points ahead.

How much does Green Portfolio Special manage?

₹365 crore at 30 Sep 2026, as reported to SEBI.

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.

Who manages Green Portfolio Special?

Green Portfolio, a SEBI-registered portfolio manager (INP000006022), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

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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