Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
23.62%
15.73%
1 Year
21.42%
16.44%
3 Years
14.56%
11.28%
5 Years
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Since Inception
16.17%
12.80%
Fund Age
3 yrs 1 mo
3 yrs 3 mo
AUM
₹77.6 Cr
₹337.26 Cr
Alpha – 1 Year
16.70%
11.72%
Alpha – 3 Years
2.47%
−0.81%
Information Ratio – 3 Years
0.32
-0.07
Volatility – 1 Year
21.73%
22.40%
Volatility – 3 Years
20.33%
20.08%
Beta – 1 Year
1.06
1.19
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.76
0.55
Sharpe Ratio – 3 Years
0.52
0.37
Worst Rolling Year
14.63%
9.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−24.36%
−28.19%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
10.48%
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
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%