Green Lantern

Alpha Fund

Category: Flexi Cap · Dominant allocation: Large

Green Lantern's Alpha Fund is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Abhishek Bhardwaj / Pradeep Gokhale, operational since Feb 2020. Benchmark: BSE 500 TRI.

AUM

₹63 Cr

Min investment

₹50 L

Inception

Feb 2020

Fund manager

Abhishek Bhardwaj / Pradeep Gokhale

About this strategy

Green Lantern Capital’s Alpha Fund is a Mid - Large Cap equity strategy focused on delivering steady, risk-aware returns across market environments. The fund invests primarily in established large-cap and large mid-cap companies within a flexible allocation framework.

Performance

Returns (TWRR)

6M

+10.9%

1Y

+13.7%

5Y

+24.8%

Since inception

+30.9%

Alpha

6M

+14.5%

1Y

+15.7%

5Y

+12.6%

Since inception

BSE 500 TRI

6M

-3.5%

1Y

-2.0%

5Y

+12.2%

Since inception

+15.0%

Positive alpha across both 1Y and 5Y — classified as Consistent Performer

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (Feb 2020)

₹6 Cr ₹1 Cr
₹5.7 Cr Strategy
₹2.5 Cr BSE 500 TRI
2020 2021 2025 Today

Hypothetical illustration based on published TWRR over 6.5 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.

Strategy characteristics

Portfolio concentration

20-30 stocks

How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.

1 Yr Turnover Ratio

57%

Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.

Market cap allocation
Large Cap 35.8% Mid Cap 20.1% Small Cap 32.9%

Fee structure

Fixed feeAs per agreed contrat terms
Performance feeFixed upto 1.5% + 12% Performance Fee Over 10% Hurdle (compounded)
High watermarkYes
Exit load1st Yr - 3% ; 2nd Yr - 2% Exit Load, Nil thereafter

High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.

Risk metrics — coming soon

Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.

What is Green Lantern Alpha Fund PMS?
Green Lantern Alpha Fund is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Abhishek Bhardwaj / Pradeep Gokhale, operational since Feb 2020. Green Lantern Capital’s Alpha Fund is a Mid - Large Cap equity strategy focused on delivering steady, risk-aware returns across market environments. The fund invests primarily in established large-c...
What are the returns of Green Lantern Alpha Fund?
As of the latest monthly update, Green Lantern Alpha Fund has delivered 13.7% over 1 year and 24.8% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +15.7%.
What is the minimum investment for Green Lantern Alpha Fund?
The minimum investment for Green Lantern Alpha Fund Portfolio Management Services is ₹50 L. The fixed fee is As per agreed contrat terms. A high watermark applies, meaning performance fees are charged only on new highs.

Other Flexi Cap Portfolio Management Services

Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.