Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
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
−1.86%
1.81%
6 Months
0.50%
9.83%
1 Year
6.34%
13.53%
3 Years
19.74%
28.65%
5 Years
16.62%
30.15%
Since Inception
20.10%
22.72%
Fund Age
6 yrs 1 mo
8 yrs 8 mo
AUM
₹56.91 Cr
₹1,835.92 Cr
Alpha – 1 Year
1.64%
8.81%
Alpha – 3 Years
7.64%
16.56%
Information Ratio – 3 Years
0.90
1.28
Volatility – 1 Year
16.52%
19.12%
Volatility – 3 Years
17.18%
18.89%
Beta – 1 Year
0.89
0.96
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
0.14
0.47
Sharpe Ratio – 3 Years
0.84
1.16
Worst Rolling Year
18.93%
-6.00%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−18.72%
−13.66%
Recovery Period
245 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
25.30%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 24% · M 10% · S 45%
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.00% / 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%