Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
6.51%
24.02%
1 Year
15.14%
36.06%
3 Years
23.23%
24.43%
5 Years
23.21%
16.10%
Since Inception
29.55%
15.98%
Fund Age
6 yrs 6 mo
14 yrs 10 mo
AUM
₹66.34 Cr
₹214.08 Cr
Alpha – 1 Year
10.42%
31.34%
Alpha – 3 Years
11.14%
12.34%
Information Ratio – 3 Years
1.31
1.07
Volatility – 1 Year
19.62%
26.85%
Volatility – 3 Years
17.58%
19.70%
Beta – 1 Year
1.01
1.34
Beta – 3 Years
1.01
1.03
Sharpe Ratio – 1 Year
0.54
1.08
Sharpe Ratio – 3 Years
0.98
0.96
Worst Rolling Year
23.09%
-9.81%
Value at Worst Rolling Year
₹1.23 Cr
₹0.90 Cr
Deepest Drawdown
−16.37%
−18.65%
Recovery Period
308 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
34.82%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%