Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Tamohara - Q 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%
−0.46%
6 Months
9.83%
6.77%
1 Year
13.53%
7.38%
3 Years
28.65%
9.03%
5 Years
30.15%
—
Since Inception
22.72%
10.29%
Fund Age
8 yrs 8 mo
4 yrs 2 mo
AUM
₹1,835.92 Cr
₹9.69 Cr
Alpha – 1 Year
8.81%
7.73%
Alpha – 3 Years
16.56%
0.04%
Information Ratio – 3 Years
1.28
0.09
Volatility – 1 Year
19.12%
17.08%
Volatility – 3 Years
18.89%
16.18%
Beta – 1 Year
0.96
0.95
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.47
0.20
Sharpe Ratio – 3 Years
1.16
0.33
Worst Rolling Year
-6.00%
7.39%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−13.66%
−24.88%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
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%
1% / – / –