Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
NJ - Bluechip
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%
−1.21%
6 Months
6.51%
5.09%
1 Year
15.14%
0.26%
3 Years
23.23%
9.53%
5 Years
23.21%
5.40%
Since Inception
29.55%
12.09%
Fund Age
6 yrs 6 mo
8 yrs 5 mo
AUM
₹66.34 Cr
₹1,644.09 Cr
Alpha – 1 Year
10.42%
0.61%
Alpha – 3 Years
11.14%
0.54%
Information Ratio – 3 Years
1.31
0.06
Volatility – 1 Year
19.62%
17.94%
Volatility – 3 Years
17.58%
17.25%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
1.01
1.11
Sharpe Ratio – 1 Year
0.54
-0.20
Sharpe Ratio – 3 Years
0.98
0.31
Worst Rolling Year
23.09%
2.29%
Value at Worst Rolling Year
₹1.23 Cr
₹1.02 Cr
Deepest Drawdown
−16.37%
−21.60%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%
1% / 0% / 0%