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Green Lantern Capital Alpha Fund PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Green Lantern Capital Alpha Fund PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid & Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.61.54 Cr.

Over the last 1 year, it delivered a strong return of 13.55%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Green Lantern Capital Alpha Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha Fund

Start Date

13 February 2020

Category

Mid & Large Cap

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.61.54 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Abhishek Bhardwaj

1 Yr. Return

13.55%

3 Yr. Return

31.57%

5 Yr. Return

25.99%

Green Lantern Capital Alpha Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

147927.3

Green Lantern Capital Alpha Fund PMS Strategy - Cost or Charges

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

Green Lantern Capital Alpha Fund PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Green Lantern Capital Alpha Fund Portfolio Strategy - Top 5 Sectors

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