Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Motilal Oswal - Ethical
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%
1.53%
6 Months
6.51%
18.13%
1 Year
15.14%
13.15%
3 Years
23.23%
14.12%
5 Years
23.21%
11.96%
Since Inception
29.55%
13.25%
Fund Age
6 yrs 6 mo
5 yrs 1 mo
AUM
₹66.34 Cr
₹77.09 Cr
Alpha – 1 Year
10.42%
10.17%
Alpha – 3 Years
11.14%
2.24%
Information Ratio – 3 Years
1.31
0.36
Volatility – 1 Year
19.62%
23.76%
Volatility – 3 Years
17.58%
19.81%
Beta – 1 Year
1.01
1.23
Beta – 3 Years
1.01
1.14
Sharpe Ratio – 1 Year
0.54
0.40
Sharpe Ratio – 3 Years
0.98
0.50
Worst Rolling Year
23.09%
8.04%
Value at Worst Rolling Year
₹1.23 Cr
₹1.08 Cr
Deepest Drawdown
−16.37%
−27.15%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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% / 0% / 0%