Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−0.10%
6 Months
7.53%
6.51%
1 Year
10.69%
15.14%
3 Years
9.96%
23.23%
5 Years
10.97%
23.21%
Since Inception
20.53%
29.55%
Fund Age
14 yrs 7 mo
6 yrs 6 mo
AUM
₹132.39 Cr
₹66.34 Cr
Alpha – 1 Year
5.97%
10.42%
Alpha – 3 Years
−2.13%
11.14%
Information Ratio – 3 Years
-0.28
1.31
Volatility – 1 Year
20.88%
19.62%
Volatility – 3 Years
19.08%
17.58%
Beta – 1 Year
1.15
1.01
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.34
0.54
Sharpe Ratio – 3 Years
0.32
0.98
Worst Rolling Year
-4.87%
23.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.23 Cr
Deepest Drawdown
−22.42%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 34% · M 14% · S 34%
Number of Stocks
23
—
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
—
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%