Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Silver Arch - India Equity 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%
6.91%
6 Months
6.51%
15.63%
1 Year
15.14%
20.01%
3 Years
23.23%
17.10%
5 Years
23.21%
15.64%
Since Inception
29.55%
13.05%
Fund Age
6 yrs 6 mo
8 yrs 11 mo
AUM
₹66.34 Cr
₹46.46 Cr
Alpha – 1 Year
10.42%
15.29%
Alpha – 3 Years
11.14%
5.01%
Information Ratio – 3 Years
1.31
0.88
Volatility – 1 Year
19.62%
20.61%
Volatility – 3 Years
17.58%
19.98%
Beta – 1 Year
1.01
0.94
Beta – 3 Years
1.01
1.02
Sharpe Ratio – 1 Year
0.54
0.73
Sharpe Ratio – 3 Years
0.98
0.85
Worst Rolling Year
23.09%
-3.76%
Value at Worst Rolling Year
₹1.23 Cr
₹0.96 Cr
Deepest Drawdown
−16.37%
−27.72%
Recovery Period
308 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
34.82%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
12% of profit, above 10%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%