Green Future ESG
Managed by Kavita Reddy
ESG
PMS
ESG
SUSTAINABLE
Returns (Since Inception)
16.85%CAGR
AUM
5K CrINR
Min Investment
50.0 LINR
Investment Approach
Sustainable investing strategy that integrates Environmental, Social, and Governance factors into every stage of the investment process. We invest in companies making a positive impact while delivering competitive risk-adjusted returns.
Inception Date2020-03-01
BenchmarkNifty 100 ESG
Fee Structure
Fixed Management Fee1.75% p.a.
Performance Fee15% of profits above 10% hurdle
Exit Load1% if redeemed < 1yr
Risk Metrics
Volatility
13.7%
Beta
0.85
Downside Capture
70%
Upside Capture
95%
Disclaimer
Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Key Numbers
Sharpe Ratio1.52
Max Drawdown-13.7%
Min Investment50.0 L
Lock-in PeriodNone
Risk LevelModerate