Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Sundaram Alternate - SELF
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%
7.67%
6 Months
9.83%
27.70%
1 Year
13.53%
47.52%
3 Years
28.65%
23.98%
5 Years
30.15%
15.87%
Since Inception
22.72%
18.55%
Fund Age
8 yrs 8 mo
16 yrs 2 mo
AUM
₹1,835.92 Cr
₹1,022.92 Cr
Alpha – 1 Year
8.81%
42.80%
Alpha – 3 Years
16.56%
11.89%
Information Ratio – 3 Years
1.28
1.12
Volatility – 1 Year
19.12%
28.29%
Volatility – 3 Years
18.89%
20.76%
Beta – 1 Year
0.96
1.36
Beta – 3 Years
0.91
1.07
Sharpe Ratio – 1 Year
0.47
1.33
Sharpe Ratio – 3 Years
1.16
0.99
Worst Rolling Year
-6.00%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−13.66%
−19.51%
Recovery Period
411 days
115 days
1-Year Rolling Windows Positive
97.32%
97.86%
Median Rolling Year
40.41%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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% / 0% / 0%