Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
1.81%
6 Months
21.51%
9.83%
1 Year
15.87%
13.53%
3 Years
14.38%
28.65%
5 Years
17.96%
30.15%
Since Inception
16.82%
22.72%
Fund Age
8 yrs 9 mo
8 yrs 8 mo
AUM
₹1,503.25 Cr
₹1,835.92 Cr
Alpha – 1 Year
11.15%
8.81%
Alpha – 3 Years
2.29%
16.56%
Information Ratio – 3 Years
0.39
1.28
Volatility – 1 Year
27.51%
19.12%
Volatility – 3 Years
22.70%
18.89%
Beta – 1 Year
1.48
0.96
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.47
0.47
Sharpe Ratio – 3 Years
0.50
1.16
Worst Rolling Year
1.64%
-6.00%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.39%
−13.66%
Recovery Period
122 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
23.50%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 24% · M 10% · S 45%
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
1.00% / 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%