Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
6.51%
8.08%
1 Year
15.14%
10.16%
3 Years
23.23%
15.60%
5 Years
23.21%
—
Since Inception
29.55%
19.84%
Fund Age
6 yrs 6 mo
6 yrs 11 mo
AUM
₹66.34 Cr
₹3.18 Cr
Alpha – 1 Year
10.42%
7.18%
Alpha – 3 Years
11.14%
3.72%
Information Ratio – 3 Years
1.31
0.60
Volatility – 1 Year
19.62%
19.93%
Volatility – 3 Years
17.58%
18.09%
Beta – 1 Year
1.01
1.12
Beta – 3 Years
1.01
1.14
Sharpe Ratio – 1 Year
0.54
0.31
Sharpe Ratio – 3 Years
0.98
0.60
Worst Rolling Year
23.09%
14.68%
Value at Worst Rolling Year
₹1.23 Cr
₹1.15 Cr
Deepest Drawdown
−16.37%
−19.38%
Recovery Period
308 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –