Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
6.51%
14.24%
1 Year
15.14%
9.21%
3 Years
23.23%
8.31%
5 Years
23.21%
7.74%
Since Inception
29.55%
11.80%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹66.34 Cr
₹251.07 Cr
Alpha – 1 Year
10.42%
4.51%
Alpha – 3 Years
11.14%
−2.91%
Information Ratio – 3 Years
1.31
-0.50
Volatility – 1 Year
19.62%
21.09%
Volatility – 3 Years
17.58%
15.86%
Beta – 1 Year
1.01
1.13
Beta – 3 Years
1.01
0.93
Sharpe Ratio – 1 Year
0.54
0.27
Sharpe Ratio – 3 Years
0.98
0.26
Worst Rolling Year
23.09%
-3.45%
Value at Worst Rolling Year
₹1.23 Cr
₹0.97 Cr
Deepest Drawdown
−16.37%
−19.63%
Recovery Period
308 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
34.82%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%
0% / 0% / 0%