Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Green Lantern - Growth Fund
Return for the risk
3 yrs return
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
1.81%
6 Months
5.44%
9.83%
1 Year
8.55%
13.53%
3 Years
—
28.65%
5 Years
—
30.15%
Since Inception
13.60%
22.72%
Fund Age
2 yrs 9 mo
8 yrs 8 mo
AUM
₹1.41 Cr
₹1,835.92 Cr
Alpha – 1 Year
3.83%
8.81%
Alpha – 3 Years
—
16.56%
Information Ratio – 3 Years
—
1.28
Volatility – 1 Year
17.87%
19.12%
Volatility – 3 Years
—
18.89%
Beta – 1 Year
1.03
0.96
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.27
0.47
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
-6.00%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.69%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
—
97.32%
Median Rolling Year
—
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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%