Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
1.99%
6 Months
23.62%
8.53%
1 Year
21.42%
11.64%
3 Years
14.56%
17.19%
5 Years
—
15.63%
Since Inception
16.17%
16.41%
Fund Age
3 yrs 1 mo
13 yrs 4 mo
AUM
₹77.6 Cr
₹575.07 Cr
Alpha – 1 Year
16.70%
6.92%
Alpha – 3 Years
2.47%
5.10%
Information Ratio – 3 Years
0.32
0.78
Volatility – 1 Year
21.73%
17.51%
Volatility – 3 Years
20.33%
14.23%
Beta – 1 Year
1.06
0.92
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
0.76
0.42
Sharpe Ratio – 3 Years
0.52
0.84
Worst Rolling Year
14.63%
-7.95%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−24.36%
−14.61%
Recovery Period
487 days
122 days
1-Year Rolling Windows Positive
100.00%
93.59%
Median Rolling Year
14.67%
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
—
L 61% · M 15% · S 25%
Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
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Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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