Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sundaram Alternate - SELF
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%
7.67%
6 Months
6.51%
27.70%
1 Year
15.14%
47.52%
3 Years
23.23%
23.98%
5 Years
23.21%
15.87%
Since Inception
29.55%
18.55%
Fund Age
6 yrs 6 mo
16 yrs 2 mo
AUM
₹66.34 Cr
₹1,022.92 Cr
Alpha – 1 Year
10.42%
42.80%
Alpha – 3 Years
11.14%
11.89%
Information Ratio – 3 Years
1.31
1.12
Volatility – 1 Year
19.62%
28.29%
Volatility – 3 Years
17.58%
20.76%
Beta – 1 Year
1.01
1.36
Beta – 3 Years
1.01
1.07
Sharpe Ratio – 1 Year
0.54
1.33
Sharpe Ratio – 3 Years
0.98
0.99
Worst Rolling Year
23.09%
-4.58%
Value at Worst Rolling Year
₹1.23 Cr
₹0.95 Cr
Deepest Drawdown
−16.37%
−19.51%
Recovery Period
308 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
34.82%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%