Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Invesco - Challengers
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%
1.41%
6 Months
6.51%
13.18%
1 Year
15.14%
2.91%
3 Years
23.23%
14.27%
5 Years
23.21%
—
Since Inception
29.55%
11.83%
Fund Age
6 yrs 6 mo
4 yrs 11 mo
AUM
₹66.34 Cr
₹31.01 Cr
Alpha – 1 Year
10.42%
−1.81%
Alpha – 3 Years
11.14%
2.18%
Information Ratio – 3 Years
1.31
0.24
Volatility – 1 Year
19.62%
18.67%
Volatility – 3 Years
17.58%
17.11%
Beta – 1 Year
1.01
0.97
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
0.54
-0.04
Sharpe Ratio – 3 Years
0.98
0.56
Worst Rolling Year
23.09%
12.64%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−16.37%
−24.73%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
12% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—