Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
NJ - Bluechip
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%
−1.21%
6 Months
23.62%
5.09%
1 Year
21.42%
0.26%
3 Years
14.56%
9.53%
5 Years
—
5.40%
Since Inception
16.17%
12.09%
Fund Age
3 yrs 1 mo
8 yrs 5 mo
AUM
₹77.6 Cr
₹1,644.09 Cr
Alpha – 1 Year
16.70%
0.61%
Alpha – 3 Years
2.47%
0.54%
Information Ratio – 3 Years
0.32
0.06
Volatility – 1 Year
21.73%
17.94%
Volatility – 3 Years
20.33%
17.25%
Beta – 1 Year
1.06
1.03
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.76
-0.20
Sharpe Ratio – 3 Years
0.52
0.31
Worst Rolling Year
14.63%
2.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
−24.36%
−21.60%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
Top 5 Holdings
—
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%