Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Karma Capital Lotus
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%
2.20%
6 Months
6.51%
9.70%
1 Year
15.14%
10.00%
3 Years
23.23%
17.10%
5 Years
23.21%
—
Since Inception
29.55%
23.10%
Fund Age
6 yrs 6 mo
3 yrs 6 mo
AUM
₹66.34 Cr
₹24.16 Cr
Alpha – 1 Year
10.42%
5.30%
Alpha – 3 Years
11.14%
5.00%
Information Ratio – 3 Years
1.31
0.96
Volatility – 1 Year
19.62%
16.88%
Volatility – 3 Years
17.58%
15.62%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
1.01
0.93
Sharpe Ratio – 1 Year
0.54
0.34
Sharpe Ratio – 3 Years
0.98
0.81
Worst Rolling Year
23.09%
16.97%
Value at Worst Rolling Year
₹1.23 Cr
₹1.17 Cr
Deepest Drawdown
−16.37%
−19.30%
Recovery Period
308 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 16% · M 17% · S 63%
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
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –