Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Invesco - Challengers
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%
1.41%
6 Months
9.83%
13.18%
1 Year
13.53%
2.91%
3 Years
28.65%
14.27%
5 Years
30.15%
—
Since Inception
22.72%
11.83%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹1,835.92 Cr
₹31.01 Cr
Alpha – 1 Year
8.81%
−1.81%
Alpha – 3 Years
16.56%
2.18%
Information Ratio – 3 Years
1.28
0.24
Volatility – 1 Year
19.12%
18.67%
Volatility – 3 Years
18.89%
17.11%
Beta – 1 Year
0.96
0.97
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
0.47
-0.04
Sharpe Ratio – 3 Years
1.16
0.56
Worst Rolling Year
-6.00%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.66%
−24.73%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
12% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—