Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Motilal Oswal-Founders
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%
0.25%
6 Months
6.51%
15.19%
1 Year
15.14%
3.21%
3 Years
23.23%
19.65%
5 Years
23.21%
—
Since Inception
29.55%
25.09%
Fund Age
6 yrs 6 mo
3 yrs 5 mo
AUM
₹66.34 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.42%
0.23%
Alpha – 3 Years
11.14%
7.77%
Information Ratio – 3 Years
1.31
0.62
Volatility – 1 Year
19.62%
21.54%
Volatility – 3 Years
17.58%
22.15%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
1.01
1.15
Sharpe Ratio – 1 Year
0.54
-0.01
Sharpe Ratio – 3 Years
0.98
0.68
Worst Rolling Year
23.09%
19.49%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−16.37%
−27.91%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%