Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
KEDIA - Multi Cap
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%
2.23%
6 Months
6.51%
7.97%
1 Year
15.14%
6.21%
3 Years
23.23%
12.78%
5 Years
23.21%
14.19%
Since Inception
29.55%
16.41%
Fund Age
6 yrs 6 mo
7 yrs 3 mo
AUM
₹66.34 Cr
₹115.97 Cr
Alpha – 1 Year
10.42%
1.49%
Alpha – 3 Years
11.14%
0.69%
Information Ratio – 3 Years
1.31
0.20
Volatility – 1 Year
19.62%
15.75%
Volatility – 3 Years
17.58%
15.69%
Beta – 1 Year
1.01
0.82
Beta – 3 Years
1.01
0.88
Sharpe Ratio – 1 Year
0.54
0.12
Sharpe Ratio – 3 Years
0.98
0.51
Worst Rolling Year
23.09%
11.84%
Value at Worst Rolling Year
₹1.23 Cr
₹1.12 Cr
Deepest Drawdown
−16.37%
−23.37%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
—
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
12% of profit, above 10%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%