Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Unifi Insider Shadow*
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%
4.21%
6 Months
9.83%
10.07%
1 Year
13.53%
9.44%
3 Years
28.65%
8.18%
5 Years
30.15%
8.16%
Since Inception
22.72%
14.06%
Fund Age
8 yrs 8 mo
16 yrs 4 mo
AUM
₹1,835.92 Cr
₹85.99 Cr
Alpha – 1 Year
8.81%
4.72%
Alpha – 3 Years
16.56%
−3.91%
Information Ratio – 3 Years
1.28
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Volatility – 1 Year
19.12%
17.03%
Volatility – 3 Years
18.89%
—
Beta – 1 Year
0.96
0.92
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.47
0.30
Sharpe Ratio – 3 Years
1.16
—
Worst Rolling Year
-6.00%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.66%
—
Recovery Period
411 days
—
1-Year Rolling Windows Positive
97.32%
—
Median Rolling Year
40.41%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 24% · M 10% · S 45%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
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Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
12% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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