Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Incred-Small & MidCap 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%
4.27%
6 Months
6.51%
−8.15%
1 Year
15.14%
−5.39%
3 Years
23.23%
10.81%
5 Years
23.21%
—
Since Inception
29.55%
11.07%
Fund Age
6 yrs 6 mo
5 yrs
AUM
₹66.34 Cr
₹121.08 Cr
Alpha – 1 Year
10.42%
−5.32%
Alpha – 3 Years
11.14%
−2.65%
Information Ratio – 3 Years
1.31
-0.15
Volatility – 1 Year
19.62%
24.51%
Volatility – 3 Years
17.58%
24.85%
Beta – 1 Year
1.01
1.17
Beta – 3 Years
1.01
1.18
Sharpe Ratio – 1 Year
0.54
-0.34
Sharpe Ratio – 3 Years
0.98
0.32
Worst Rolling Year
23.09%
9.88%
Value at Worst Rolling Year
₹1.23 Cr
₹1.10 Cr
Deepest Drawdown
−16.37%
−34.50%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
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%