Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
JM Financial - India Resurgent
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%
4.15%
6 Months
9.83%
18.21%
1 Year
13.53%
19.11%
3 Years
28.65%
23.58%
5 Years
30.15%
18.40%
Since Inception
22.72%
13.93%
Fund Age
8 yrs 8 mo
11 yrs 4 mo
AUM
₹1,835.92 Cr
₹13.37 Cr
Alpha – 1 Year
8.81%
16.13%
Alpha – 3 Years
16.56%
11.69%
Information Ratio – 3 Years
1.28
1.24
Volatility – 1 Year
19.12%
18.18%
Volatility – 3 Years
18.89%
17.99%
Beta – 1 Year
0.96
0.94
Beta – 3 Years
0.91
1.01
Sharpe Ratio – 1 Year
0.47
0.75
Sharpe Ratio – 3 Years
1.16
0.97
Worst Rolling Year
-6.00%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.66%
−20.05%
Recovery Period
411 days
162 days
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 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%