Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
9.83%
−1.47%
1 Year
13.53%
6.66%
3 Years
28.65%
11.29%
5 Years
30.15%
13.68%
Since Inception
22.72%
15.03%
Fund Age
8 yrs 8 mo
5 yrs 7 mo
AUM
₹1,835.92 Cr
₹138.83 Cr
Alpha – 1 Year
8.81%
7.01%
Alpha – 3 Years
16.56%
2.30%
Information Ratio – 3 Years
1.28
0.23
Volatility – 1 Year
19.12%
16.50%
Volatility – 3 Years
18.89%
16.10%
Beta – 1 Year
0.96
0.93
Beta – 3 Years
0.91
0.99
Sharpe Ratio – 1 Year
0.47
0.15
Sharpe Ratio – 3 Years
1.16
0.41
Worst Rolling Year
-6.00%
11.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−13.66%
−21.42%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
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%
3% / 2% / 1%