Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Valentis Advisors - Rising Star
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%
1.72%
6 Months
23.62%
21.92%
1 Year
21.42%
13.71%
3 Years
14.56%
12.32%
5 Years
—
14.28%
Since Inception
16.17%
17.32%
Fund Age
3 yrs 1 mo
10 yrs
AUM
₹77.6 Cr
₹1,140.87 Cr
Alpha – 1 Year
16.70%
10.73%
Alpha – 3 Years
2.47%
0.43%
Information Ratio – 3 Years
0.32
0.05
Volatility – 1 Year
21.73%
27.06%
Volatility – 3 Years
20.33%
23.47%
Beta – 1 Year
1.06
1.37
Beta – 3 Years
1.05
1.21
Sharpe Ratio – 1 Year
0.76
0.39
Sharpe Ratio – 3 Years
0.52
0.38
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%