Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Purnartha Vision Strategy
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%
5.60%
6 Months
9.83%
9.69%
1 Year
13.53%
14.36%
3 Years
28.65%
13.50%
5 Years
30.15%
8.53%
Since Inception
22.72%
11.34%
Fund Age
8 yrs 8 mo
5 yrs 5 mo
AUM
₹1,835.92 Cr
₹190.75 Cr
Alpha – 1 Year
8.81%
9.64%
Alpha – 3 Years
16.56%
1.41%
Information Ratio – 3 Years
1.28
0.20
Volatility – 1 Year
19.12%
24.59%
Volatility – 3 Years
18.89%
18.73%
Beta – 1 Year
0.96
1.16
Beta – 3 Years
0.91
1.03
Sharpe Ratio – 1 Year
0.47
0.44
Sharpe Ratio – 3 Years
1.16
0.52
Worst Rolling Year
-6.00%
8.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.66%
−18.32%
Recovery Period
411 days
549 days
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%