Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
White Oak India Select 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%
4.84%
6 Months
9.83%
7.61%
1 Year
13.53%
−0.76%
3 Years
28.65%
11.28%
5 Years
30.15%
9.58%
Since Inception
22.72%
11.67%
Fund Age
8 yrs 8 mo
7 yrs 11 mo
AUM
₹1,835.92 Cr
₹12.5 Cr
Alpha – 1 Year
8.81%
−3.74%
Alpha – 3 Years
16.56%
−0.61%
Information Ratio – 3 Years
1.28
-0.06
Volatility – 1 Year
19.12%
20.02%
Volatility – 3 Years
18.89%
16.21%
Beta – 1 Year
0.96
1.05
Beta – 3 Years
0.91
0.91
Sharpe Ratio – 1 Year
0.47
-0.22
Sharpe Ratio – 3 Years
1.16
0.41
Worst Rolling Year
-6.00%
8.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−13.66%
−24.66%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%
0% / 0% / 0%