Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
4.41%
6 Months
6.51%
0.07%
1 Year
15.14%
4.08%
3 Years
23.23%
6.47%
5 Years
23.21%
—
Since Inception
29.55%
11.08%
Fund Age
6 yrs 6 mo
6 yrs 6 mo
AUM
₹66.34 Cr
₹1.91 Cr
Alpha – 1 Year
10.42%
4.51%
Alpha – 3 Years
11.14%
−2.09%
Information Ratio – 3 Years
1.31
-0.44
Volatility – 1 Year
19.62%
16.64%
Volatility – 3 Years
17.58%
14.35%
Beta – 1 Year
1.01
0.98
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.54
-0.01
Sharpe Ratio – 3 Years
0.98
0.13
Worst Rolling Year
23.09%
5.64%
Value at Worst Rolling Year
₹1.23 Cr
₹1.06 Cr
Deepest Drawdown
−16.37%
−18.42%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –