Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
Unifi APJ 20*
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%
3.07%
6 Months
6.51%
13.63%
1 Year
15.14%
10.76%
3 Years
23.23%
13.00%
5 Years
23.21%
13.13%
Since Inception
29.55%
20.07%
Fund Age
6 yrs 6 mo
10 yrs 11 mo
AUM
₹66.34 Cr
₹942.94 Cr
Alpha – 1 Year
10.42%
6.04%
Alpha – 3 Years
11.14%
0.91%
Information Ratio – 3 Years
1.31
0.27
Volatility – 1 Year
19.62%
18.61%
Volatility – 3 Years
17.58%
17.55%
Beta – 1 Year
1.01
1.02
Beta – 3 Years
1.01
1.01
Sharpe Ratio – 1 Year
0.54
0.35
Sharpe Ratio – 3 Years
0.98
0.49
Worst Rolling Year
23.09%
-10.32%
Value at Worst Rolling Year
₹1.23 Cr
₹0.90 Cr
Deepest Drawdown
−16.37%
−17.59%
Recovery Period
308 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
34.82%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 15% · M 3% · S 82%
Number of Stocks
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—
Portfolio P/E
—
21.50
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
12% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—