ETMarkets PMS Talk | Auto Components, Textiles, REITs: Where green portfolio sees dividend-driven value, says Sreeram Ramdas

Green Portfolio's Dividend Yield Fund achieved a 17.3% net return in FY25, driven by diesel engine manufacturers and REIT investments, despite tariff tensions. The fund strategically avoids PSUs, focusing on private companies with high growth potential in the small and mid-cap space. Looking ahead to FY26, the fund is optimistic about manufacturing-led growth, particularly in auto components, chemicals, and textiles.