Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
−0.10%
6 Months
6.05%
6.51%
1 Year
15.36%
15.14%
3 Years
—
23.23%
5 Years
—
23.21%
Since Inception
17.53%
29.55%
Fund Age
2 yrs 10 mo
6 yrs 6 mo
AUM
₹1.33 Cr
₹66.34 Cr
Alpha – 1 Year
15.71%
10.42%
Alpha – 3 Years
—
11.14%
Information Ratio – 3 Years
—
1.31
Volatility – 1 Year
15.48%
19.62%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
0.83
1.01
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.66
0.54
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−10.68%
−16.37%
Recovery Period
Not yet recovered
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 56% · M 10% · S 0%
L 34% · M 14% · S 34%
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
0.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 0%