Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
23.62%
23.02%
1 Year
21.42%
—
3 Years
14.56%
—
5 Years
—
—
Since Inception
16.17%
13.86%
Fund Age
3 yrs 1 mo
10 mo
AUM
₹77.6 Cr
₹13.6 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
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
—
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%