Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
6.51%
10.94%
1 Year
15.14%
1.03%
3 Years
23.23%
11.45%
5 Years
23.21%
15.19%
Since Inception
29.55%
27.03%
Fund Age
6 yrs 6 mo
5 yrs 11 mo
AUM
₹66.34 Cr
₹298.71 Cr
Alpha – 1 Year
10.42%
−3.69%
Alpha – 3 Years
11.14%
−0.64%
Information Ratio – 3 Years
1.31
-0.04
Volatility – 1 Year
19.62%
27.68%
Volatility – 3 Years
17.58%
23.40%
Beta – 1 Year
1.01
1.45
Beta – 3 Years
1.01
1.22
Sharpe Ratio – 1 Year
0.54
-0.03
Sharpe Ratio – 3 Years
0.98
0.35
Worst Rolling Year
23.09%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−16.37%
—
Recovery Period
308 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
34.82%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%