Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
MoneyGrow Asset--Bespoke
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%
4.54%
6 Months
23.62%
22.22%
1 Year
21.42%
18.30%
3 Years
14.56%
15.67%
5 Years
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Since Inception
16.17%
20.11%
Fund Age
3 yrs 1 mo
3 yrs 4 mo
AUM
₹77.6 Cr
₹135.39 Cr
Alpha – 1 Year
16.70%
11.45%
Alpha – 3 Years
2.47%
4.63%
Information Ratio – 3 Years
0.32
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Volatility – 1 Year
21.73%
34.13%
Volatility – 3 Years
20.33%
22.86%
Beta – 1 Year
1.06
2.68
Beta – 3 Years
1.05
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Sharpe Ratio – 1 Year
0.76
0.49
Sharpe Ratio – 3 Years
0.52
0.52
Worst Rolling Year
14.63%
12.96%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−24.36%
−27.31%
Recovery Period
487 days
77 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
15.16%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%