Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
6.51%
5.19%
1 Year
15.14%
−0.45%
3 Years
23.23%
11.72%
5 Years
23.21%
—
Since Inception
29.55%
12.62%
Fund Age
6 yrs 6 mo
3 yrs 8 mo
AUM
₹66.34 Cr
₹42.96 Cr
Alpha – 1 Year
10.42%
−3.43%
Alpha – 3 Years
11.14%
−0.17%
Information Ratio – 3 Years
1.31
-0.16
Volatility – 1 Year
19.62%
16.93%
Volatility – 3 Years
17.58%
15.20%
Beta – 1 Year
1.01
0.92
Beta – 3 Years
1.01
0.91
Sharpe Ratio – 1 Year
0.54
-0.27
Sharpe Ratio – 3 Years
0.98
0.45
Worst Rolling Year
23.09%
11.64%
Value at Worst Rolling Year
₹1.23 Cr
₹1.12 Cr
Deepest Drawdown
−16.37%
−20.38%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 39% · M 39% · S 22%
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
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%
0% / 0% / 0%