scorecardresearch
Business Today
Subscribe
PMS Today US News India UPSTART Weather BT Shorts NRI Education Election
BT Golf BT Mindrush BT Best Banks
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
events
Special
  • BT tech today
  • BT 500 wealth creators summit
  • Economic Indicators
News
Pms
Green Lantern - Growth Fund

Feedback
Green Lantern - Growth Fund

Green Lantern - Growth Fund

  • Green Lantern Capital LLP
  • SMALL AND MID CAP
  • 1
    Out of 17*
  • Share
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
Portfolio age 7 years, 2 months
-4.23%
-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

Abhishek Bhardwaj
  • Manager Rank 1 Out of 29
    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
PRADEEP GOKHALE
  • Manager Rank 1 Out of 29
    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

FUND SUMMARY

AUM (₹ Cr)
890.74 (As on Jan, 2025)
Inception Date
Dec 8, 2017
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber? Login

Investment Philosophy

Objective

The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. Ideal long-term investment (3-5 year Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.

Investment Approach

The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. Ideal long-term investment (3-5 year Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

BT Tv Section Video

Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed! 2:52 Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed!
India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries! 0:40 India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries!
India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future! 0:34 India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future!
FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S. 3:33 FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S.
Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon 2:52 Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon
View more

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Green Lantern - Growth Fund
AUM (₹ Cr)
890.74
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 44
Fixed Fee
No Option
Scheme Return
-4.23%
Benchmark Return
-3.43%
Fyers Genesis Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 44
Fixed Fee
1.00%
Scheme Return
-0.65%
Benchmark Return
-3.43%
Diversified Fund
AUM (₹ Cr)
113.62
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 44
Fixed Fee
No Option
Scheme Return
-3.06%
Benchmark Return
-3.43%
Focus Fund
AUM (₹ Cr)
21.38
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 44
Fixed Fee
No Option
Scheme Return
-5.05%
Benchmark Return
-3.43%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 44
Fixed Fee
2.00%
Scheme Return
-5.38%
Benchmark Return
-3.43%
Tata - Emerging opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 44
Fixed Fee
2.50%
Scheme Return
-5.60%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Green Lantern - Growth Fund
1Out of 44
-4.23%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
10%
₹890.74 Cr.
Fyers Genesis Fund
1Out of 44
-0.65%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
7.00%
₹UNDISC. Cr.
Diversified Fund
1Out of 44
-3.06%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
No Option
₹113.62 Cr.
Focus Fund
1Out of 44
-5.05%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
No Option
₹21.38 Cr.
ATLAS - Midcap PMS Fund
1Out of 44
-5.38%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
0% or 20%
₹UNDISC. Cr.
Tata - Emerging opportunities
1Out of 44
-5.60%
-3.43%
S&P BSE 500 TRI
SMALL 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 - Growth Fund?
The hurdle rate of Green Lantern - Growth Fund is 10%.
What is the fixed fee charged in Green Lantern - Growth Fund ?
The fixed fee charged in Green Lantern - Growth Fund is No Option.
What is the variable fee charged in Green Lantern - Growth Fund ?
The variable fee charged in Green Lantern - Growth Fund is 1.50% .
What is the profit sharing in Green Lantern - Growth Fund ?
The profit sharing in Green Lantern - Growth Fund is 12% Profit sharing above 10% Hurdle.
What is the minimum investment in Green Lantern - Growth Fund ?
The minimum investment in Green Lantern - Growth Fund is ₹1 Cr
What type of scheme is Green Lantern - Growth Fund?
Green Lantern - Growth Fund is an Equity scheme. It falls in the SMALL AND MID CAP category.
What is the inception date of Green Lantern - Growth Fund?
The inception date of Green Lantern - Growth Fund is Dec 8, 2017 .
What is the exit load of Green Lantern - Growth Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.

Top Stories

Advertisement