Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Omni Barons
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Omni Barons
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%
−1.38%
6 Months
23.62%
5.97%
1 Year
21.42%
—
3 Years
14.56%
—
5 Years
—
—
Since Inception
16.17%
6.30%
Fund Age
3 yrs 1 mo
8 mo
AUM
₹77.6 Cr
₹0.57 Cr
Alpha – 1 Year
16.70%
—
Alpha – 3 Years
2.47%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
21.73%
—
Volatility – 3 Years
20.33%
—
Beta – 1 Year
1.06
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
14.63%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−24.36%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 27% · M 40% · S 33%
Number of Stocks
—
14
Portfolio P/E
—
9.23
Top 5 Holdings
—
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
Top Sectors
—
Financial Services · 73.20%
Power · 13.40%
Capital Goods · 6.70%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%