Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
2.31%
6 Months
6.51%
2.53%
1 Year
15.14%
6.47%
3 Years
23.23%
7.48%
5 Years
23.21%
—
Since Inception
29.55%
8.12%
Fund Age
6 yrs 6 mo
3 yrs 3 mo
AUM
₹66.34 Cr
₹32.76 Cr
Alpha – 1 Year
10.42%
−0.39%
Alpha – 3 Years
11.14%
−3.56%
Information Ratio – 3 Years
1.31
-0.35
Volatility – 1 Year
19.62%
5.60%
Volatility – 3 Years
17.58%
5.15%
Beta – 1 Year
1.01
0.43
Beta – 3 Years
1.01
0.49
Sharpe Ratio – 1 Year
0.54
0.22
Sharpe Ratio – 3 Years
0.98
0.41
Worst Rolling Year
23.09%
6.82%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−16.37%
−8.35%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%