Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sowilo Multicap Fund
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%
3.12%
6 Months
6.51%
20.18%
1 Year
15.14%
17.30%
3 Years
23.23%
18.32%
5 Years
23.21%
—
Since Inception
29.55%
21.17%
Fund Age
6 yrs 6 mo
3 yrs 2 mo
AUM
₹66.34 Cr
₹171.55 Cr
Alpha – 1 Year
10.42%
12.58%
Alpha – 3 Years
11.14%
6.23%
Information Ratio – 3 Years
1.31
0.82
Volatility – 1 Year
19.62%
24.39%
Volatility – 3 Years
17.58%
21.61%
Beta – 1 Year
1.01
1.30
Beta – 3 Years
1.01
1.25
Sharpe Ratio – 1 Year
0.54
0.55
Sharpe Ratio – 3 Years
0.98
0.70
Worst Rolling Year
23.09%
18.30%
Value at Worst Rolling Year
₹1.23 Cr
₹1.18 Cr
Deepest Drawdown
−16.37%
−26.88%
Recovery Period
308 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%