Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
6.51%
−1.47%
1 Year
15.14%
6.66%
3 Years
23.23%
11.29%
5 Years
23.21%
13.68%
Since Inception
29.55%
15.03%
Fund Age
6 yrs 6 mo
5 yrs 7 mo
AUM
₹66.34 Cr
₹138.83 Cr
Alpha – 1 Year
10.42%
7.01%
Alpha – 3 Years
11.14%
2.30%
Information Ratio – 3 Years
1.31
0.23
Volatility – 1 Year
19.62%
16.50%
Volatility – 3 Years
17.58%
16.10%
Beta – 1 Year
1.01
0.93
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.54
0.15
Sharpe Ratio – 3 Years
0.98
0.41
Worst Rolling Year
23.09%
11.25%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−16.37%
−21.42%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%