Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
1.81%
6 Months
23.68%
9.83%
1 Year
18.36%
13.53%
3 Years
19.56%
28.65%
5 Years
16.83%
30.15%
Since Inception
14.91%
22.72%
Fund Age
9 yrs 3 mo
8 yrs 8 mo
AUM
₹884.23 Cr
₹1,835.92 Cr
Alpha – 1 Year
13.64%
8.81%
Alpha – 3 Years
7.47%
16.56%
Information Ratio – 3 Years
0.73
1.28
Volatility – 1 Year
27.03%
19.12%
Volatility – 3 Years
23.64%
18.89%
Beta – 1 Year
1.39
0.96
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
0.47
Sharpe Ratio – 3 Years
0.71
1.16
Worst Rolling Year
-7.52%
-6.00%
Value at Worst Rolling Year
₹0.92 Cr
₹0.94 Cr
Deepest Drawdown
−24.68%
−13.66%
Recovery Period
97 days
411 days
1-Year Rolling Windows Positive
91.90%
97.32%
Median Rolling Year
22.43%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 24% · M 10% · S 45%
Number of Stocks
18
—
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%