Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
1.32%
6 Months
9.83%
7.54%
1 Year
13.53%
8.20%
3 Years
28.65%
—
5 Years
30.15%
—
Since Inception
22.72%
2.83%
Fund Age
8 yrs 8 mo
14 mo
AUM
₹1,835.92 Cr
₹18.5 Cr
Alpha – 1 Year
8.81%
3.48%
Alpha – 3 Years
16.56%
—
Information Ratio – 3 Years
1.28
—
Volatility – 1 Year
19.12%
18.53%
Volatility – 3 Years
18.89%
—
Beta – 1 Year
0.96
1.05
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.47
0.23
Sharpe Ratio – 3 Years
1.16
—
Worst Rolling Year
-6.00%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.66%
−14.67%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
—
Median Rolling Year
40.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.50% / yr
0.75% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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