Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Pace - Secure
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%
−0.11%
6 Months
9.83%
2.89%
1 Year
13.53%
7.86%
3 Years
28.65%
10.62%
5 Years
30.15%
10.19%
Since Inception
22.72%
9.46%
Fund Age
8 yrs 8 mo
5 yrs 7 mo
AUM
₹1,835.92 Cr
₹158.06 Cr
Alpha – 1 Year
8.81%
−1.70%
Alpha – 3 Years
16.56%
0.86%
Information Ratio – 3 Years
1.28
0.37
Volatility – 1 Year
19.12%
1.80%
Volatility – 3 Years
18.89%
3.43%
Beta – 1 Year
0.96
0.81
Beta – 3 Years
0.91
0.63
Sharpe Ratio – 1 Year
0.47
1.30
Sharpe Ratio – 3 Years
1.16
1.53
Worst Rolling Year
-6.00%
8.14%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−13.66%
—
Recovery Period
411 days
—
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
11.61%
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
—
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
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%