Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Quest Investment Managers – Multi
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%
6.28%
6 Months
6.51%
16.32%
1 Year
15.14%
11.67%
3 Years
23.23%
19.26%
5 Years
23.21%
13.96%
Since Inception
29.55%
16.00%
Fund Age
6 yrs 6 mo
12 yrs
AUM
₹66.34 Cr
₹725.3 Cr
Alpha – 1 Year
10.42%
6.95%
Alpha – 3 Years
11.14%
7.18%
Information Ratio – 3 Years
1.31
0.87
Volatility – 1 Year
19.62%
21.97%
Volatility – 3 Years
17.58%
19.77%
Beta – 1 Year
1.01
1.15
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.54
0.37
Sharpe Ratio – 3 Years
0.98
0.73
Worst Rolling Year
23.09%
-10.23%
Value at Worst Rolling Year
₹1.23 Cr
₹0.90 Cr
Deepest Drawdown
−16.37%
−25.02%
Recovery Period
308 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
34.82%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%
1% / 0% / 0%