Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
0.53%
6 Months
9.83%
5.22%
1 Year
13.53%
8.94%
3 Years
28.65%
10.33%
5 Years
30.15%
10.77%
Since Inception
22.72%
10.49%
Fund Age
8 yrs 8 mo
9 yrs 9 mo
AUM
₹1,835.92 Cr
₹67.62 Cr
Alpha – 1 Year
8.81%
−0.44%
Alpha – 3 Years
16.56%
0.76%
Information Ratio – 3 Years
1.28
0.44
Volatility – 1 Year
19.12%
2.31%
Volatility – 3 Years
18.89%
1.38%
Beta – 1 Year
0.96
0.41
Beta – 3 Years
0.91
0.46
Sharpe Ratio – 1 Year
0.47
1.46
Sharpe Ratio – 3 Years
1.16
3.36
Worst Rolling Year
-6.00%
9.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.66%
—
Recovery Period
411 days
—
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
—
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Others · 99.75%
Government · 0.23%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%