Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Motilal Oswal - NTDOP
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%
3.69%
6 Months
6.51%
8.66%
1 Year
15.14%
4.44%
3 Years
23.23%
14.48%
5 Years
23.21%
8.94%
Since Inception
29.55%
14.23%
Fund Age
6 yrs 6 mo
18 yrs 11 mo
AUM
₹66.34 Cr
₹4,562.38 Cr
Alpha – 1 Year
10.42%
1.46%
Alpha – 3 Years
11.14%
2.60%
Information Ratio – 3 Years
1.31
0.08
Volatility – 1 Year
19.62%
20.33%
Volatility – 3 Years
17.58%
19.22%
Beta – 1 Year
1.01
1.12
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
0.54
0.00
Sharpe Ratio – 3 Years
0.98
0.51
Worst Rolling Year
23.09%
-6.78%
Value at Worst Rolling Year
₹1.23 Cr
₹0.93 Cr
Deepest Drawdown
−16.37%
−26.97%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
34.82%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%