PMS · Equity · Large & Mid Cap
Green Lantern - Alpha Fund
Fund size₹66 Cr
Alpha (3Y)9.84%
3Y return23.23%
Fund age6 yrs 6 mo
Fund Managers
Abhishek Bhardwaj
Fund Manager, PMS, Green Lantern
Abhishek Raj Bhardwaj is registered with Ministry of Corporate Affairs (MCA). Their DIN is 01967907. Following is their current and past directorship holdings.
Managing AUM₹1,902 Cr
Pradeep Gokhale
Fund Manager, Green Lantern
Pradeep is a qualified Chartered Accountant from the Institute of Chartered Accountants of India, and a Chartered Financial Analyst from the CFA Institute in the USA. Prior to joining Green Lantern Capital LLP, he worked as the Head of Equity at ITI Asset Management Ltd. for 4 years. He has also worked with Tata Asset Management Ltd., CARE Ratings Ltd., Bombay Dyeing, Tata International, and Lubrizol India Ltd. With over 23 years of extensive experience in fund management, equity research, and credit evaluation and ratings, Pradeep brings valuable expertise to the company and supports portfolio construction.
Managing AUM₹1,902 Cr
Growth of₹Cr
Green Lantern Alpha
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Green Lantern Alpha | 8.29% | 15.14% | 3.73% | 23.23% | 23.21% | 29.55% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 14.99% |
| Excess over benchmark | 9.31% | 10.42% | 3.84% | 11.14% | 12.30% | 14.56% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.58%
Benchmark approx 14.77%
A standard deviation reflecting historical swings.
Sensitivity
1.01
Beta vs benchmark 1.00 · 1% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.98
Sharpe
Excess return gained per unit of volatility.
Capture ratio
122 / 70
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.37% from its 29 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 02 Jan 2026 after 308 days.
Max drawdowns
−16.37%
Recovery period
308 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 28 Feb 2025 | −16.37% | 152 days | 02 Jan 2026 | 308 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough28 Feb 2025
Depth−16.37%
Fell over152 days
Recovered02 Jan 2026
Recovery took308 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹1.47 L Cr
Asset class
Equity
Market cap
Large cap33.69%
Mid cap13.80%
Small cap33.56%
Cash & others18.95%
As on 31 Aug 2026
Fees
VariablePlan A · Shared upsideFixed Management Fee1.50% / yr
Performance Fee12% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
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