Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
6.51%
7.38%
1 Year
15.14%
6.08%
3 Years
23.23%
8.22%
5 Years
23.21%
7.99%
Since Inception
29.55%
12.63%
Fund Age
6 yrs 6 mo
9 yrs 9 mo
AUM
₹66.34 Cr
₹145.75 Cr
Alpha – 1 Year
10.42%
1.36%
Alpha – 3 Years
11.14%
−3.87%
Information Ratio – 3 Years
1.31
-0.60
Volatility – 1 Year
19.62%
20.08%
Volatility – 3 Years
17.58%
16.27%
Beta – 1 Year
1.01
1.12
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.54
0.13
Sharpe Ratio – 3 Years
0.98
0.24
Worst Rolling Year
23.09%
-1.76%
Value at Worst Rolling Year
₹1.23 Cr
₹0.98 Cr
Deepest Drawdown
−16.37%
−19.25%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
34.82%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
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%