Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
1.20%
6 Months
23.62%
13.72%
1 Year
21.42%
3.07%
3 Years
14.56%
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5 Years
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Since Inception
16.17%
−0.94%
Fund Age
3 yrs 1 mo
14 mo
AUM
₹77.6 Cr
₹136.71 Cr
Alpha – 1 Year
16.70%
−1.65%
Alpha – 3 Years
2.47%
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Information Ratio – 3 Years
0.32
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Volatility – 1 Year
21.73%
26.76%
Volatility – 3 Years
20.33%
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Beta – 1 Year
1.06
1.44
Beta – 3 Years
1.05
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Sharpe Ratio – 1 Year
0.76
0.05
Sharpe Ratio – 3 Years
0.52
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Worst Rolling Year
14.63%
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Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
−24.36%
−22.05%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
14.67%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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M 20% · S 80%
Number of Stocks
—
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Portfolio P/E
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Top 5 Holdings
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Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
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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