Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
3.29%
6 Months
6.51%
14.68%
1 Year
15.14%
11.65%
3 Years
23.23%
7.09%
5 Years
23.21%
8.41%
Since Inception
29.55%
10.45%
Fund Age
6 yrs 6 mo
10 yrs 5 mo
AUM
₹66.34 Cr
₹24.48 Cr
Alpha – 1 Year
10.42%
12.00%
Alpha – 3 Years
11.14%
−1.90%
Information Ratio – 3 Years
1.31
-0.12
Volatility – 1 Year
19.62%
20.48%
Volatility – 3 Years
17.58%
16.32%
Beta – 1 Year
1.01
1.11
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.54
0.36
Sharpe Ratio – 3 Years
0.98
0.15
Worst Rolling Year
23.09%
-5.06%
Value at Worst Rolling Year
₹1.23 Cr
₹0.95 Cr
Deepest Drawdown
−16.37%
−24.00%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
34.82%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –