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Green Lantern - Alpha Fund

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Green Lantern - Alpha Fund

Green Lantern - Alpha Fund

  • Green Lantern Capital LLP
  • LARGE AND MID CAP
  • 1
    Out of 8*
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Portfolio age 5 years, 0 months
-3.52%
-3.43%
Hurdle Rate** 10.00%
Fixed fee No Option
Min. Investment ₹1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

PRADEEP GOKHALE
  • Manager Rank 1 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹939.47 Cr
  • Highest Return In 1 Yr 28.01%
Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Green Lantern - Growth Fund
AUM (₹ Cr)
890.74
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
3 Out of 44
Fixed Fee
No Option
Scheme Return
-4.23%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Green Lantern - Alpha Fund
1Out of 2
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
₹48.73 Cr.
Green Lantern - Growth Fund
1Out of 2
-4.23%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹890.74 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Abhishek Bhardwaj
  • Manager Rank 1 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹939.47 Cr
  • Highest Return In 1 Yr 28.01%
Profile

Chartered Accountant 19 years of equity market experience Worked with institutions like Care Ratings, Reliance MF, Monsoon Capital, Heritage Capital Last assignment as Head Equity at Star Union Daiichi Life Insurance, managing US 300 mn AUM. Abhishek has exposure to International best practices in Fund Management The Heritage Fund was nominated among the top 5 Hedge funds in India in 2010 by Eureka Hedge.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Green Lantern - Growth Fund
AUM (₹ Cr)
890.74
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
3 Out of 44
Fixed Fee
No Option
Scheme Return
-4.23%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Green Lantern - Alpha Fund
1Out of 2
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
₹48.73 Cr.
Green Lantern - Growth Fund
1Out of 2
-4.23%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹890.74 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
48.73 (As on Jan, 2025)
Inception Date
Feb 13, 2020
Min. Investment
₹1 Cr
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
12% Profit sharing above 10% Hurdle
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Investment Philosophy

Objective

The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in large Mid Caps within a broad Multi Cap allocation strategy. Ideal long-term investment (2-3 years) option for investors to build a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.

Investment Approach

The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in large Mid Caps within a broad Multi Cap allocation strategy. Ideal long-term investment (2-3 years) option for investors to build a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Maxiom PMS - JEWEL
AUM (₹ Cr)
54.81
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
-1.86%
Benchmark Return
-0.45%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 17
Fixed Fee
1.35%
Scheme Return
-2.50%
Benchmark Return
-0.45%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
37.43
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 17
Fixed Fee
1.50%
Scheme Return
-2.79%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
0.35%
Scheme Return
-3.34%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Green Lantern - Alpha Fund
1Out of 17
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹48.73 Cr.
Maxiom PMS - JEWEL
1Out of 17
-1.86%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
6% or 10%
₹54.81 Cr.
Care PMS - Large and Midcap Strategy
1Out of 17
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
No option
₹41 Cr.
Ayan Analytics - Price Bridge Upswing
1Out of 17
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
14%
₹197.03 Cr.
Sykes and Ray Equities - SRE Shield
1Out of 17
-2.79%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹37.43 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 17
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Green Lantern Capital LLP
Green Lantern Capital LLP manages assets worth Rs 939.46 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

939.46 (As on Jan, 2025)

Number of Schemes

2
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Green Lantern - Alpha Fund
AUM (₹ Cr)
₹48.73 Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
6 Out of 17
Fixed Fee
No Option
Strategy Return
-3.52%
Benchmark Return
-3.43%
Green Lantern - Growth Fund
AUM (₹ Cr)
₹890.74 Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
3 Out of 44
Fixed Fee
No Option
Strategy Return
-4.23%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Green Lantern - Alpha Fund
1Out of 2
-3.52%
-3.43%
S&P BSE 500 TRI
10%
LARGE AND MID CAP
₹48.73 Cr.
Green Lantern - Growth Fund
1Out of 2
-4.23%
-3.43%
S&P BSE 500 TRI
10%
SMALL AND MID CAP
₹890.74 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Green Lantern - Alpha Fund?
The hurdle rate of Green Lantern - Alpha Fund is 10%.
What is the fixed fee charged in Green Lantern - Alpha Fund ?
The fixed fee charged in Green Lantern - Alpha Fund is No Option.
What is the variable fee charged in Green Lantern - Alpha Fund ?
The variable fee charged in Green Lantern - Alpha Fund is 1.50% .
What is the profit sharing in Green Lantern - Alpha Fund ?
The profit sharing in Green Lantern - Alpha Fund is 12% Profit sharing above 10% Hurdle.
What is the minimum investment in Green Lantern - Alpha Fund ?
The minimum investment in Green Lantern - Alpha Fund is ₹1 Cr
What type of scheme is Green Lantern - Alpha Fund?
Green Lantern - Alpha Fund is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Green Lantern - Alpha Fund?
The inception date of Green Lantern - Alpha Fund is Feb 13, 2020 .
What is the exit load of Green Lantern - Alpha Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.

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