Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
23.62%
19.15%
1 Year
21.42%
14.85%
3 Years
14.56%
14.64%
5 Years
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Since Inception
16.17%
15.52%
Fund Age
3 yrs 1 mo
3 yrs 3 mo
AUM
₹77.6 Cr
₹213.16 Cr
Alpha – 1 Year
16.70%
10.13%
Alpha – 3 Years
2.47%
2.55%
Information Ratio – 3 Years
0.32
0.17
Volatility – 1 Year
21.73%
28.62%
Volatility – 3 Years
20.33%
24.62%
Beta – 1 Year
1.06
1.48
Beta – 3 Years
1.05
1.33
Sharpe Ratio – 1 Year
0.76
0.43
Sharpe Ratio – 3 Years
0.52
0.46
Worst Rolling Year
14.63%
12.87%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−24.36%
−26.40%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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33
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%