Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
6.51%
31.10%
1 Year
15.14%
52.47%
3 Years
23.23%
17.74%
5 Years
23.21%
16.38%
Since Inception
29.55%
15.58%
Fund Age
6 yrs 6 mo
16 yrs 9 mo
AUM
₹66.34 Cr
₹132.42 Cr
Alpha – 1 Year
10.42%
47.75%
Alpha – 3 Years
11.14%
5.65%
Information Ratio – 3 Years
1.31
0.46
Volatility – 1 Year
19.62%
26.74%
Volatility – 3 Years
17.58%
21.32%
Beta – 1 Year
1.01
1.30
Beta – 3 Years
1.01
0.97
Sharpe Ratio – 1 Year
0.54
1.52
Sharpe Ratio – 3 Years
0.98
0.68
Worst Rolling Year
23.09%
-15.93%
Value at Worst Rolling Year
₹1.23 Cr
₹0.84 Cr
Deepest Drawdown
−16.37%
−20.79%
Recovery Period
308 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
34.82%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 34% · M 14% · S 34%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%
1% / 0% / 0%