Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
−0.10%
6 Months
5.44%
6.51%
1 Year
8.55%
15.14%
3 Years
—
23.23%
5 Years
—
23.21%
Since Inception
13.60%
29.55%
Fund Age
2 yrs 9 mo
6 yrs 6 mo
AUM
₹1.41 Cr
₹66.34 Cr
Alpha – 1 Year
3.83%
10.42%
Alpha – 3 Years
—
11.14%
Information Ratio – 3 Years
—
1.31
Volatility – 1 Year
17.87%
19.62%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
1.03
1.01
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.27
0.54
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−13.69%
−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 34% · M 14% · S 34%
Number of Stocks
14
—
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
1.10% / 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%