Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
6.51%
2.04%
1 Year
15.14%
13.04%
3 Years
23.23%
15.74%
5 Years
23.21%
14.15%
Since Inception
29.55%
15.13%
Fund Age
6 yrs 6 mo
14 yrs 1 mo
AUM
₹66.34 Cr
₹850.7 Cr
Alpha – 1 Year
10.42%
13.39%
Alpha – 3 Years
11.14%
6.74%
Information Ratio – 3 Years
1.31
1.02
Volatility – 1 Year
19.62%
18.01%
Volatility – 3 Years
17.58%
15.42%
Beta – 1 Year
1.01
1.04
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.54
0.48
Sharpe Ratio – 3 Years
0.98
0.76
Worst Rolling Year
23.09%
-19.06%
Value at Worst Rolling Year
₹1.23 Cr
₹0.81 Cr
Deepest Drawdown
−16.37%
−15.54%
Recovery Period
308 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
34.82%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 34% · M 14% · S 34%
L 53% · M 28% · S 13%
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
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%