Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Tamohara - TRUFFLE
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%
8.72%
6 Months
6.51%
28.59%
1 Year
15.14%
28.02%
3 Years
23.23%
18.67%
5 Years
23.21%
17.18%
Since Inception
29.55%
20.03%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹66.34 Cr
₹221.27 Cr
Alpha – 1 Year
10.42%
28.37%
Alpha – 3 Years
11.14%
9.68%
Information Ratio – 3 Years
1.31
0.87
Volatility – 1 Year
19.62%
22.32%
Volatility – 3 Years
17.58%
17.88%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
0.54
0.99
Sharpe Ratio – 3 Years
0.98
0.81
Worst Rolling Year
23.09%
13.69%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−16.37%
−20.50%
Recovery Period
308 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –