Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
InCred Capital - Healthcare PMS
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%
4.22%
6 Months
6.51%
14.78%
1 Year
15.14%
3.60%
3 Years
23.23%
26.42%
5 Years
23.21%
15.65%
Since Inception
29.55%
19.18%
Fund Age
6 yrs 6 mo
5 yrs 5 mo
AUM
₹66.34 Cr
₹730.87 Cr
Alpha – 1 Year
10.42%
0.62%
Alpha – 3 Years
11.14%
14.53%
Information Ratio – 3 Years
1.31
0.84
Volatility – 1 Year
19.62%
21.03%
Volatility – 3 Years
17.58%
18.57%
Beta – 1 Year
1.01
0.98
Beta – 3 Years
1.01
0.72
Sharpe Ratio – 1 Year
0.54
0.01
Sharpe Ratio – 3 Years
0.98
1.08
Worst Rolling Year
23.09%
8.04%
Value at Worst Rolling Year
₹1.23 Cr
₹1.08 Cr
Deepest Drawdown
−16.37%
−22.15%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 11% · M 7% · S 82%
Number of Stocks
—
17
Portfolio P/E
—
52.34
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%