Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
−0.04%
6 Months
6.51%
0.28%
1 Year
15.14%
2.14%
3 Years
23.23%
10.02%
5 Years
23.21%
13.15%
Since Inception
29.55%
11.46%
Fund Age
6 yrs 6 mo
8 yrs 7 mo
AUM
₹66.34 Cr
₹585.94 Cr
Alpha – 1 Year
10.42%
2.49%
Alpha – 3 Years
11.14%
1.02%
Information Ratio – 3 Years
1.31
0.18
Volatility – 1 Year
19.62%
16.38%
Volatility – 3 Years
17.58%
14.42%
Beta – 1 Year
1.01
1.00
Beta – 3 Years
1.01
0.96
Sharpe Ratio – 1 Year
0.54
-0.13
Sharpe Ratio – 3 Years
0.98
0.38
Worst Rolling Year
23.09%
3.37%
Value at Worst Rolling Year
₹1.23 Cr
₹1.03 Cr
Deepest Drawdown
−16.37%
−17.04%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%