Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
1.81%
6 Months
19.31%
9.83%
1 Year
11.21%
13.53%
3 Years
13.34%
28.65%
5 Years
15.02%
30.15%
Since Inception
17.08%
22.72%
Fund Age
5 yrs 4 mo
8 yrs 8 mo
AUM
₹135.65 Cr
₹1,835.92 Cr
Alpha – 1 Year
6.49%
8.81%
Alpha – 3 Years
1.25%
16.56%
Information Ratio – 3 Years
0.12
1.28
Volatility – 1 Year
20.71%
19.12%
Volatility – 3 Years
17.79%
18.89%
Beta – 1 Year
1.05
0.96
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
0.35
0.47
Sharpe Ratio – 3 Years
0.50
1.16
Worst Rolling Year
12.49%
-6.00%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−25.10%
−13.66%
Recovery Period
493 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
19.71%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 24% · M 10% · S 45%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
1.50% / yr
Performance Fee / Plan
10% of profit, above 10%
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%