Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.90%
13.08%
6 Months
23.62%
39.75%
1 Year
21.42%
15.14%
3 Years
14.56%
13.51%
5 Years
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Since Inception
16.17%
26.22%
Fund Age
3 yrs 1 mo
4 yrs 6 mo
AUM
₹77.6 Cr
₹81.24 Cr
Alpha – 1 Year
16.70%
11.38%
Alpha – 3 Years
2.47%
2.62%
Information Ratio – 3 Years
0.32
0.33
Volatility – 1 Year
21.73%
46.80%
Volatility – 3 Years
20.33%
34.40%
Beta – 1 Year
1.06
2.21
Beta – 3 Years
1.05
1.57
Sharpe Ratio – 1 Year
0.76
0.38
Sharpe Ratio – 3 Years
0.52
0.37
Worst Rolling Year
14.63%
9.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−24.36%
−43.02%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%