Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
MOAT - Moderate Compounders
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%
2.75%
6 Months
9.83%
8.17%
1 Year
13.53%
3.28%
3 Years
28.65%
8.41%
5 Years
30.15%
12.53%
Since Inception
22.72%
11.01%
Fund Age
8 yrs 8 mo
12 yrs 9 mo
AUM
₹1,835.92 Cr
₹16.57 Cr
Alpha – 1 Year
8.81%
−1.44%
Alpha – 3 Years
16.56%
−3.68%
Information Ratio – 3 Years
1.28
-0.32
Volatility – 1 Year
19.12%
20.74%
Volatility – 3 Years
18.89%
17.91%
Beta – 1 Year
0.96
1.13
Beta – 3 Years
0.91
1.09
Sharpe Ratio – 1 Year
0.47
0.00
Sharpe Ratio – 3 Years
1.16
0.32
Worst Rolling Year
-6.00%
-16.89%
Value at Worst Rolling Year
₹0.94 Cr
₹0.83 Cr
Deepest Drawdown
−13.66%
−28.21%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
73.60%
Median Rolling Year
40.41%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 24% · M 10% · S 45%
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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
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%