Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.10%
2.21%
6 Months
6.51%
21.04%
1 Year
15.14%
21.34%
3 Years
23.23%
19.08%
5 Years
23.21%
23.67%
Since Inception
29.55%
—
Fund Age
6 yrs 6 mo
6 yrs 4 mo
AUM
₹66.34 Cr
₹364.08 Cr
Alpha – 1 Year
10.42%
21.69%
Alpha – 3 Years
11.14%
10.08%
Information Ratio – 3 Years
1.31
0.52
Volatility – 1 Year
19.62%
32.28%
Volatility – 3 Years
17.58%
28.08%
Beta – 1 Year
1.01
1.47
Beta – 3 Years
1.01
1.60
Sharpe Ratio – 1 Year
0.54
0.58
Sharpe Ratio – 3 Years
0.98
0.57
Worst Rolling Year
23.09%
15.61%
Value at Worst Rolling Year
₹1.23 Cr
₹1.16 Cr
Deepest Drawdown
−16.37%
−31.98%
Recovery Period
308 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
12% of profit, above 10%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%