Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
9.83%
29.49%
1 Year
13.53%
37.09%
3 Years
28.65%
18.49%
5 Years
30.15%
12.39%
Since Inception
22.72%
18.64%
Fund Age
8 yrs 8 mo
10 yrs 3 mo
AUM
₹1,835.92 Cr
₹1,760.35 Cr
Alpha – 1 Year
8.81%
32.37%
Alpha – 3 Years
16.56%
6.40%
Information Ratio – 3 Years
1.28
0.52
Volatility – 1 Year
19.12%
25.02%
Volatility – 3 Years
18.89%
18.27%
Beta – 1 Year
0.96
1.22
Beta – 3 Years
0.91
0.89
Sharpe Ratio – 1 Year
0.47
1.18
Sharpe Ratio – 3 Years
1.16
0.74
Worst Rolling Year
-6.00%
-0.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−13.66%
−13.15%
Recovery Period
411 days
44 days
1-Year Rolling Windows Positive
97.32%
99.89%
Median Rolling Year
40.41%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%