Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Investvalue India Winners 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%
5.49%
6 Months
23.62%
—
1 Year
21.42%
—
3 Years
14.56%
—
5 Years
—
—
Since Inception
16.17%
17.31%
Fund Age
3 yrs 1 mo
5 mo
AUM
₹77.6 Cr
₹30.77 Cr
Alpha – 1 Year
16.70%
—
Alpha – 3 Years
2.47%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
21.73%
—
Volatility – 3 Years
20.33%
—
Beta – 1 Year
1.06
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
14.63%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−24.36%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 20% · M 23% · S 49%
Number of Stocks
—
20
Portfolio P/E
—
53.40
Top 5 Holdings
—
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
—
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%