Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
6.51%
−0.83%
1 Year
15.14%
14.95%
3 Years
23.23%
—
5 Years
23.21%
—
Since Inception
29.55%
15.45%
Fund Age
6 yrs 6 mo
4 yrs 1 mo
AUM
₹66.34 Cr
₹67.74 Cr
Alpha – 1 Year
10.42%
8.24%
Alpha – 3 Years
11.14%
—
Information Ratio – 3 Years
1.31
0.30
Volatility – 1 Year
19.62%
16.48%
Volatility – 3 Years
17.58%
12.47%
Beta – 1 Year
1.01
1.58
Beta – 3 Years
1.01
1.45
Sharpe Ratio – 1 Year
0.54
0.60
Sharpe Ratio – 3 Years
0.98
0.77
Worst Rolling Year
23.09%
13.91%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−16.37%
−14.92%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
—
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
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –