Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
0.97%
6 Months
6.51%
6.33%
1 Year
15.14%
−0.99%
3 Years
23.23%
6.26%
5 Years
23.21%
6.47%
Since Inception
29.55%
5.18%
Fund Age
6 yrs 6 mo
19 yrs 5 mo
AUM
₹66.34 Cr
₹95.89 Cr
Alpha – 1 Year
10.42%
2.51%
Alpha – 3 Years
11.14%
−2.73%
Information Ratio – 3 Years
1.31
-0.10
Volatility – 1 Year
19.62%
20.93%
Volatility – 3 Years
17.58%
17.77%
Beta – 1 Year
1.01
1.14
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
0.54
-0.20
Sharpe Ratio – 3 Years
0.98
0.23
Worst Rolling Year
23.09%
-21.50%
Value at Worst Rolling Year
₹1.23 Cr
₹0.79 Cr
Deepest Drawdown
−16.37%
−30.66%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
34.82%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 34% · M 14% · S 34%
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
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%
3% / 2% / 1%