Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.10%
6 Months
3.88%
6.51%
1 Year
−7.98%
15.14%
3 Years
11.06%
23.23%
5 Years
10.06%
23.21%
Since Inception
11.56%
29.55%
Fund Age
5 yrs 3 mo
6 yrs 6 mo
AUM
₹106.37 Cr
₹66.34 Cr
Alpha – 1 Year
−10.96%
10.42%
Alpha – 3 Years
−0.82%
11.14%
Information Ratio – 3 Years
0.00
1.31
Volatility – 1 Year
16.00%
19.62%
Volatility – 3 Years
17.59%
17.58%
Beta – 1 Year
0.79
1.01
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.78
0.54
Sharpe Ratio – 3 Years
0.42
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−16.37%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 34% · M 14% · S 34%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%