Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
2.77%
6 Months
9.83%
8.02%
1 Year
13.53%
5.50%
3 Years
28.65%
7.60%
5 Years
30.15%
9.19%
Since Inception
22.72%
14.35%
Fund Age
8 yrs 8 mo
5 yrs 9 mo
AUM
₹1,835.92 Cr
₹11.85 Cr
Alpha – 1 Year
8.81%
0.78%
Alpha – 3 Years
16.56%
−4.49%
Information Ratio – 3 Years
1.28
-0.44
Volatility – 1 Year
19.12%
20.18%
Volatility – 3 Years
18.89%
17.74%
Beta – 1 Year
0.96
1.11
Beta – 3 Years
0.91
1.06
Sharpe Ratio – 1 Year
0.47
0.10
Sharpe Ratio – 3 Years
1.16
0.27
Worst Rolling Year
-6.00%
7.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.66%
−24.84%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
—
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
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%