According to reports from ETMarkets, Green Portfolio's Super 30 Dynamic Fund has delivered impressive returns with 12.05% over 1 year, 8.92% over 2 years, 19.73% over 3 years, and 34.99% over 5 years as of April 30, 2026. The fund's performance reflects its concentrated smallcap and special-situation investment strategy, with the fund ranking #4 among Top 5 PMS strategies in India with a 31.64% CAGR. Additionally, the Impact ESG Fund and Green Portfolio Special Fund delivered approximately 25% and 24% respectively in April 2026, demonstrating consistent performance across the portfolio.
As reported by ETMarkets, CIO Anuj Jain emphasizes that generating alpha in stock markets is not about chasing momentum but identifying businesses at the cusp of transformation before broader market recognition. The fund focuses on 74% smallcap allocation and seeks businesses where operating setups are improving before full market recognition. Key indicators for turnaround opportunities include management credibility, balance-sheet repair, operating improvement, and visible catalysts over 12-24 months. The fund differentiates genuine turnarounds from value traps by looking for measurable business stabilization, improving revenue trends, better margins, and clearer management communication.
According to ETMarkets, the Super 30 Fund has significantly outperformed the S&P BSE 500 TRI with a 25.52% CAGR since inception compared to the benchmark's 16.40% CAGR. Jain attributes this alpha generation to disciplined stock selection and portfolio construction, emphasizing that alpha comes from owning the right ideas with conviction rather than owning many ideas. The fund maintains careful position sizing and exit strategies, focusing on businesses where opportunities are large relative to capital deployed and exit paths are independent of perfect market conditions.
As reported by ETMarkets, Jain identifies India's manufacturing and industrial expansion as the defining investment theme for the next decade, touching capital goods, chemicals, defense, logistics, and engineering sectors. The fund currently holds significant allocations in chemicals and FMEG sectors, driven by cyclical recovery, structural demand, and selective business quality. In consumer-facing businesses, opportunities are tied to India's growing consumption base and gradual premiumization, while chemical sector benefits from potential FTAs with EU and USA that could be game changers for Indian manufacturing.
According to ETMarkets, Jain cautions against treating historical returns as forecasts, emphasizing that markets change and opportunities evolve as strategies grow. While the fund has delivered 35% CAGR over five years, he notes that this performance was supported by business cycles, earnings recovery, and rerating phases. The fund maintains patience during challenging periods, with Jain noting that the skepticism in markets toward small-caps in recent years was unprecedented. The focus remains on identifying underappreciated businesses with improving fundamentals and identifiable catalysts for sustained long-term compounding.
