Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Omni Super Invest
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%
−0.18%
6 Months
9.83%
2.67%
1 Year
13.53%
—
3 Years
28.65%
—
5 Years
30.15%
—
Since Inception
22.72%
2.93%
Fund Age
8 yrs 8 mo
8 mo
AUM
₹1,835.92 Cr
₹6.97 Cr
Alpha – 1 Year
8.81%
—
Alpha – 3 Years
16.56%
—
Information Ratio – 3 Years
1.28
—
Volatility – 1 Year
19.12%
—
Volatility – 3 Years
18.89%
—
Beta – 1 Year
0.96
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.47
—
Sharpe Ratio – 3 Years
1.16
—
Worst Rolling Year
-6.00%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.66%
—
Recovery Period
411 days
—
1-Year Rolling Windows Positive
97.32%
—
Median Rolling Year
40.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 28% · M 13% · S 33%
Number of Stocks
—
43
Portfolio P/E
—
11.34
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
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%
3% / 2% / 1%