Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.10%
10.15%
6 Months
6.51%
31.39%
1 Year
15.14%
26.01%
3 Years
23.23%
19.28%
5 Years
23.21%
23.67%
Since Inception
29.55%
28.23%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹66.34 Cr
₹483.07 Cr
Alpha – 1 Year
10.42%
21.29%
Alpha – 3 Years
11.14%
7.19%
Information Ratio – 3 Years
1.31
0.38
Volatility – 1 Year
19.62%
27.77%
Volatility – 3 Years
17.58%
26.19%
Beta – 1 Year
1.01
1.29
Beta – 3 Years
1.01
1.20
Sharpe Ratio – 1 Year
0.54
0.78
Sharpe Ratio – 3 Years
0.98
0.61
Worst Rolling Year
23.09%
19.29%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−16.37%
−32.66%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
—
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%