PMS · Equity · Mid & Small Cap
Green Lantern - Growth Fund
Fund size₹1,836 Cr
Alpha (3Y)15.14%
3Y return28.65%
Fund age8 yrs 8 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 Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Green Lantern Growth | 9.88% | 13.53% | 3.70% | 28.65% | 30.15% | 22.72% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 12.65% |
| Excess over benchmark | 10.90% | 8.81% | 3.81% | 16.56% | 19.24% | 10.07% |
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
18.89%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
0.91
Beta vs benchmark 1.00 · 9% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.16
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 43
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 −13.66% from its 31 Jul 2024 peak to a 28 Feb 2025 trough, and recovered on 15 Apr 2026 after 411 days.
Max drawdowns
−13.66%
Recovery period
411 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 31 Jul 2024 | 28 Feb 2025 | −13.66% | 212 days | 15 Apr 2026 | 411 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak31 Jul 2024
Trough28 Feb 2025
Depth−13.66%
Fell over212 days
Recovered15 Apr 2026
Recovery took411 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
₹98,085 Cr
Asset class
Equity
Market cap
Large cap23.73%
Mid cap10.18%
Small cap44.94%
Cash & others21.15%
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.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.