Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
SageOne Large and 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%
2.20%
6 Months
6.51%
6.00%
1 Year
15.14%
4.90%
3 Years
23.23%
18.50%
5 Years
23.21%
—
Since Inception
29.55%
16.60%
Fund Age
6 yrs 6 mo
3 yrs
AUM
₹66.34 Cr
₹209.72 Cr
Alpha – 1 Year
10.42%
0.20%
Alpha – 3 Years
11.14%
6.40%
Information Ratio – 3 Years
1.31
1.16
Volatility – 1 Year
19.62%
19.79%
Volatility – 3 Years
17.58%
17.07%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
0.54
0.07
Sharpe Ratio – 3 Years
0.98
0.81
Worst Rolling Year
23.09%
18.52%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−16.37%
−19.68%
Recovery Period
308 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%