Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Piper Serica Advisors - Leader 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%
3.10%
6 Months
6.51%
24.70%
1 Year
15.14%
21.80%
3 Years
23.23%
16.46%
5 Years
23.21%
12.29%
Since Inception
29.55%
17.31%
Fund Age
6 yrs 6 mo
7 yrs 2 mo
AUM
₹66.34 Cr
₹328.39 Cr
Alpha – 1 Year
10.42%
22.15%
Alpha – 3 Years
11.14%
7.46%
Information Ratio – 3 Years
1.31
1.55
Volatility – 1 Year
19.62%
22.56%
Volatility – 3 Years
17.58%
18.01%
Beta – 1 Year
1.01
1.10
Beta – 3 Years
1.01
0.98
Sharpe Ratio – 1 Year
0.54
0.85
Sharpe Ratio – 3 Years
0.98
1.07
Worst Rolling Year
23.09%
7.49%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−16.37%
−21.44%
Recovery Period
308 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
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% / 1% / 1%