Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
InCred Capital - Multicap 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%
6.10%
6 Months
6.51%
8.11%
1 Year
15.14%
−2.73%
3 Years
23.23%
11.42%
5 Years
23.21%
12.09%
Since Inception
29.55%
13.75%
Fund Age
6 yrs 6 mo
5 yrs 5 mo
AUM
₹66.34 Cr
₹205.48 Cr
Alpha – 1 Year
10.42%
−5.71%
Alpha – 3 Years
11.14%
−0.47%
Information Ratio – 3 Years
1.31
-0.07
Volatility – 1 Year
19.62%
23.93%
Volatility – 3 Years
17.58%
22.69%
Beta – 1 Year
1.01
1.24
Beta – 3 Years
1.01
1.17
Sharpe Ratio – 1 Year
0.54
-0.23
Sharpe Ratio – 3 Years
0.98
0.35
Worst Rolling Year
23.09%
11.05%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−16.37%
−29.75%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%