Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
9.83%
9.86%
1 Year
13.53%
0.86%
3 Years
28.65%
8.29%
5 Years
30.15%
15.11%
Since Inception
22.72%
11.40%
Fund Age
8 yrs 8 mo
8 yrs 7 mo
AUM
₹1,835.92 Cr
₹119.22 Cr
Alpha – 1 Year
8.81%
1.21%
Alpha – 3 Years
16.56%
−0.71%
Information Ratio – 3 Years
1.28
-0.05
Volatility – 1 Year
19.12%
21.27%
Volatility – 3 Years
18.89%
19.22%
Beta – 1 Year
0.96
1.20
Beta – 3 Years
0.91
1.19
Sharpe Ratio – 1 Year
0.47
-0.10
Sharpe Ratio – 3 Years
1.16
0.25
Worst Rolling Year
-6.00%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−13.66%
−29.07%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
99.76%
Median Rolling Year
40.41%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%
1% / 1% / 0%