Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
MoneyGrow Asset-Small Midcap
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%
7.59%
6 Months
23.62%
40.12%
1 Year
21.42%
21.10%
3 Years
14.56%
—
5 Years
—
—
Since Inception
16.17%
20.13%
Fund Age
3 yrs 1 mo
2 yrs 8 mo
AUM
₹77.6 Cr
₹150.76 Cr
Alpha – 1 Year
16.70%
21.45%
Alpha – 3 Years
2.47%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
21.73%
56.76%
Volatility – 3 Years
20.33%
—
Beta – 1 Year
1.06
2.39
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.76
0.48
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
14.63%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−24.36%
−38.85%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%