Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
23.62%
5.19%
1 Year
21.42%
−0.45%
3 Years
14.56%
11.72%
5 Years
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Since Inception
16.17%
12.62%
Fund Age
3 yrs 1 mo
3 yrs 8 mo
AUM
₹77.6 Cr
₹42.96 Cr
Alpha – 1 Year
16.70%
−3.43%
Alpha – 3 Years
2.47%
−0.17%
Information Ratio – 3 Years
0.32
-0.16
Volatility – 1 Year
21.73%
16.93%
Volatility – 3 Years
20.33%
15.20%
Beta – 1 Year
1.06
0.92
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.76
-0.27
Sharpe Ratio – 3 Years
0.52
0.45
Worst Rolling Year
14.63%
11.64%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−24.36%
−20.38%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 39% · M 39% · S 22%
Number of Stocks
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—
Portfolio P/E
—
—
Top 5 Holdings
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Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
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Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%