Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Motilal Oswal-Founders
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%
0.25%
6 Months
9.83%
15.19%
1 Year
13.53%
3.21%
3 Years
28.65%
19.65%
5 Years
30.15%
—
Since Inception
22.72%
25.09%
Fund Age
8 yrs 8 mo
3 yrs 5 mo
AUM
₹1,835.92 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.81%
0.23%
Alpha – 3 Years
16.56%
7.77%
Information Ratio – 3 Years
1.28
0.62
Volatility – 1 Year
19.12%
21.54%
Volatility – 3 Years
18.89%
22.15%
Beta – 1 Year
0.96
1.06
Beta – 3 Years
0.91
1.15
Sharpe Ratio – 1 Year
0.47
-0.01
Sharpe Ratio – 3 Years
1.16
0.68
Worst Rolling Year
-6.00%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−13.66%
−27.91%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%
2% / 0% / 0%