Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Renaissance - Midcap 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%
3.30%
6 Months
6.51%
9.86%
1 Year
15.14%
0.86%
3 Years
23.23%
8.29%
5 Years
23.21%
15.11%
Since Inception
29.55%
11.40%
Fund Age
6 yrs 6 mo
8 yrs 7 mo
AUM
₹66.34 Cr
₹119.22 Cr
Alpha – 1 Year
10.42%
1.21%
Alpha – 3 Years
11.14%
−0.71%
Information Ratio – 3 Years
1.31
-0.05
Volatility – 1 Year
19.62%
21.27%
Volatility – 3 Years
17.58%
19.22%
Beta – 1 Year
1.01
1.20
Beta – 3 Years
1.01
1.19
Sharpe Ratio – 1 Year
0.54
-0.10
Sharpe Ratio – 3 Years
0.98
0.25
Worst Rolling Year
23.09%
0.71%
Value at Worst Rolling Year
₹1.23 Cr
₹1.01 Cr
Deepest Drawdown
−16.37%
−29.07%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
34.82%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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% / 1% / 0%