Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
6.51%
19.62%
1 Year
15.14%
12.19%
3 Years
23.23%
23.51%
5 Years
23.21%
13.96%
Since Inception
29.55%
23.13%
Fund Age
6 yrs 6 mo
6 yrs 7 mo
AUM
₹66.34 Cr
₹2,332.81 Cr
Alpha – 1 Year
10.42%
9.21%
Alpha – 3 Years
11.14%
11.63%
Information Ratio – 3 Years
1.31
0.83
Volatility – 1 Year
19.62%
26.11%
Volatility – 3 Years
17.58%
21.82%
Beta – 1 Year
1.01
1.32
Beta – 3 Years
1.01
1.14
Sharpe Ratio – 1 Year
0.54
0.33
Sharpe Ratio – 3 Years
0.98
0.83
Worst Rolling Year
23.09%
12.50%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−16.37%
−24.27%
Recovery Period
308 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%