Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
2.85%
6 Months
6.51%
22.81%
1 Year
15.14%
15.74%
3 Years
23.23%
19.34%
5 Years
23.21%
—
Since Inception
29.55%
24.49%
Fund Age
6 yrs 6 mo
3 yrs 3 mo
AUM
₹66.34 Cr
₹446.96 Cr
Alpha – 1 Year
10.42%
11.02%
Alpha – 3 Years
11.14%
7.25%
Information Ratio – 3 Years
1.31
0.86
Volatility – 1 Year
19.62%
23.09%
Volatility – 3 Years
17.58%
17.79%
Beta – 1 Year
1.01
1.11
Beta – 3 Years
1.01
0.93
Sharpe Ratio – 1 Year
0.54
0.51
Sharpe Ratio – 3 Years
0.98
0.79
Worst Rolling Year
23.09%
19.32%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−16.37%
−18.72%
Recovery Period
308 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 34% · M 14% · S 34%
L 19% · S 80%
Number of Stocks
—
30
Portfolio P/E
—
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Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
—
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
12% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—