Green Lantern

Growth Fund

Category: Mid Cap · Dominant allocation: Small Cap

Green Lantern's Growth Fund is a Mid Cap Portfolio Management Services (PMS) strategy managed by Abhishek Bhardwaj / Pradeep Gokhale, operational since Dec 2017. Benchmark: BSE 500 TRI.

AUM

₹1,769 Cr

Min investment

₹50 L

Inception

Dec 2017

Fund manager

Abhishek Bhardwaj / Pradeep Gokhale

About this strategy

The fund’s strategy is designed to deliver superior riskadjusted returns across varying market conditions by focusing predominantly on mid- and small-cap companies. These segments often offer significant growth potential, yet require disciplined research and prudent selection to manage inherent volatility. The portfolio is carefully constructed around businesses that are industry leaders or emerging leaders within their sectors, demonstrate the ability to consistently generate healthy returns on equity (ROE), and are available at valuations that provide a significant margin of safety.

Performance

Returns (TWRR)

6M

+9.4%

1Y

+8.6%

5Y

+33.7%

Since inception

+23.2%

Alpha

6M

+12.9%

1Y

+10.5%

5Y

+21.5%

Since inception

BSE 500 TRI

6M

-3.5%

1Y

-2.0%

5Y

+12.2%

Since inception

+12.6%

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

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (Dec 2017)

₹7 Cr ₹1 Cr
₹6.1 Cr Strategy
₹2.8 Cr BSE 500 TRI
2017 2021 2025 Today

Hypothetical illustration based on published TWRR over 8.7 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

89%

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 21.3% Mid Cap 15.1% Small Cap 55.5%

Fee structure

Fixed fee2.5% p.a.
Performance feeFixed upto 1.5% Profit-Sharing 12% with high water mark hurdle of 10%
High watermarkYes
Exit load1st Yr -3% ; 2nd Yr -2% ; 3rd Yr onward - Nil

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 Growth Fund PMS?
Green Lantern Growth Fund is a Mid Cap Portfolio Management Services (PMS) strategy managed by Abhishek Bhardwaj / Pradeep Gokhale, operational since Dec 2017. The fund’s strategy is designed to deliver superior riskadjusted returns across varying market conditions by focusing predominantly on mid- and small-cap companies. These segments often offer signif...
What are the returns of Green Lantern Growth Fund?
As of the latest monthly update, Green Lantern Growth Fund has delivered 8.6% over 1 year and 33.7% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +10.5%.
What is the minimum investment for Green Lantern Growth Fund?
The minimum investment for Green Lantern Growth Fund Portfolio Management Services is ₹50 L. The fixed fee is 2.5% p.a.. A high watermark applies, meaning performance fees are charged only on new highs.

Other Mid 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.