- Manager
- Green Portfolio
- Service
- Discretionary
- Asset class
- Equity
The Impact ESG Fund
+7.62%
1-year return
Benchmark BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Green Portfolio’s The Impact ESG Fund returned 7.62% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 Total Return Index. It managed ₹3.83 crore across its clients.
Key numbers
- AUM
- ₹3.83 Cr
- Benchmark
- BSE 500 Total Return Index
- Turnover, past year
- 0.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −3.54% | −5.57% | +2.03% |
| 3 months | −5.11% | −3.59% | −1.52% |
| 6 months | +40.19% | +8.07% | +32.11% |
| 1 year | +7.62% | −2.33% | +9.94% |
| 2 years | −2.25% | −3.93% | +1.68% |
| 3 years | +16.71% | +9.21% | +7.50% |
| 4 years | +21.97% | +11.22% | +10.75% |
| Since inception | +22.61% | +10.38% | +12.23% |
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 equity92.95%₹3.56 Cr
- Cash and other7.05%₹0.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.38 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has The Impact ESG Fund returned?
7.62% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.54%; 3 months: −5.11%; 6 months: 40.19%; 1 year: 7.62%; 2 years: −2.25%; 3 years: 16.71%; 4 years: 21.97%; Since inception: 22.61%.
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 9.94 percentage points ahead.
How much does The Impact ESG Fund manage?
₹3.83 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 The Impact ESG Fund?
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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