Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
3.29%
6 Months
9.83%
14.68%
1 Year
13.53%
11.65%
3 Years
28.65%
7.09%
5 Years
30.15%
8.41%
Since Inception
22.72%
10.45%
Fund Age
8 yrs 8 mo
10 yrs 5 mo
AUM
₹1,835.92 Cr
₹24.48 Cr
Alpha – 1 Year
8.81%
12.00%
Alpha – 3 Years
16.56%
−1.90%
Information Ratio – 3 Years
1.28
-0.12
Volatility – 1 Year
19.12%
20.48%
Volatility – 3 Years
18.89%
16.32%
Beta – 1 Year
0.96
1.11
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.47
0.36
Sharpe Ratio – 3 Years
1.16
0.15
Worst Rolling Year
-6.00%
-5.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−13.66%
−24.00%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
92.00%
Median Rolling Year
40.41%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –