Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Karma - Wealth Builder
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%
4.30%
6 Months
9.83%
9.50%
1 Year
13.53%
10.30%
3 Years
28.65%
13.40%
5 Years
30.15%
13.85%
Since Inception
22.72%
12.90%
Fund Age
8 yrs 8 mo
19 yrs 8 mo
AUM
₹1,835.92 Cr
₹295.65 Cr
Alpha – 1 Year
8.81%
5.60%
Alpha – 3 Years
16.56%
1.30%
Information Ratio – 3 Years
1.28
0.46
Volatility – 1 Year
19.12%
20.18%
Volatility – 3 Years
18.89%
17.30%
Beta – 1 Year
0.96
1.09
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
0.47
0.32
Sharpe Ratio – 3 Years
1.16
0.49
Worst Rolling Year
-6.00%
-20.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−13.66%
−12.92%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
82.46%
Median Rolling Year
40.41%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 24% · M 10% · S 45%
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
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%
1% / – / –