Green Lantern Capital (GLC) Growth Fund
A concentrated small and mid-cap PMS that backs quality leaders at a margin of safety, with cash as a hedge.
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Benchmark Performance Comparison
Detailed Risks
Market Risk
Potential recession driven by tightening monetary policy could dampen consumer demand, impacting cyclical sectors like automobiles and capital goods.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers flexibility to capitalize on India's dynamic growth opportunities across market cycles. By investing in a multi-cap portfolio without constraints, this approach allows fund managers to rotate capital toward the best risk-reward prospects—whether defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Abhishek Bhardwaj
Lead Portfolio Manager
Abhishek Bhardwaj, a Chartered Accountant brings over 20 years of experience in the equity markets, having worked with prominent institutions such as Care Ratings, Reliance Mutual Fund, Monsoon Capital, and Heritage Capital. In one of his role, he served as Head of Equity at Star Union Dai-ichi Life Insurance, where he managed an equity AUM of approximately USD 300 million. Throughout his career, Abhishek has gained significant exposure to international best practices in fund management. Notably, The Heritage Fund, under his stewardship, was recognized among the top five hedge funds in India in 2010 by Eureka hedge"
Manager's Investment Philosophy
Green Lantern Capital’s Growth PMS follows a research-driven, valuation-conscious investment philosophy focused on quality small- and mid-cap companies. Led by its investment team, the strategy prioritises strong business franchises, ethical management, sustainable earnings growth, high return on equity (ROE) and attractive valuations with a margin of safety. It combines top-down economic analysis with bottom-up stock selection, maintains a disciplined approach to risk management and selling, and emphasises “time in the market rather than timing the market” to pursue long-term capital appreciation.
CW Expert Take
Green Lantern Capital's Growth Fund applies a research-driven approach to identify quality small and mid-cap companies. Their investment philosophy emphasizes strong business franchises, ethical management, and sustainable earnings growth potential. The fund maintains valuation discipline and risk management frameworks while taking a long-term perspective on equity investing. Green Lantern leverages top-down analysis to identify opportunities across sectors, combined with bottom-up research to build high-conviction portfolios.
Investment Philosophy & Approach
Research-Driven Approach
Green Lantern Capital follows a research-driven investment philosophy focused on quality companies.
Valuation Consciousness
The fund house prioritizes sustainable earnings growth and attractive valuations with margin of safety.
Disciplined Risk Management
Green Lantern Capital maintains a disciplined approach to risk management and selling decisions.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <12 Months 20%
LTCG | >>24 Months 12.5% on gain above 1.25 Lakh
Tax Implications (India)