Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
9.83%
8.08%
1 Year
13.53%
10.16%
3 Years
28.65%
15.60%
5 Years
30.15%
—
Since Inception
22.72%
19.84%
Fund Age
8 yrs 8 mo
6 yrs 11 mo
AUM
₹1,835.92 Cr
₹3.18 Cr
Alpha – 1 Year
8.81%
7.18%
Alpha – 3 Years
16.56%
3.72%
Information Ratio – 3 Years
1.28
0.60
Volatility – 1 Year
19.12%
19.93%
Volatility – 3 Years
18.89%
18.09%
Beta – 1 Year
0.96
1.12
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
0.47
0.31
Sharpe Ratio – 3 Years
1.16
0.60
Worst Rolling Year
-6.00%
14.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−13.66%
−19.38%
Recovery Period
411 days
493 days
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / 1% / –