PMS · Equity · Flexi Cap
East Green-Agile Strategy
Fund size₹78 Cr
Alpha (3Y)2.77%
3Y return14.56%
Fund age3 yrs 1 mo
Fund Manager
Growth of₹Cr
East Green Agile
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| East Green Agile | 20.81% | 21.42% | 4.76% | 14.56% | — | 16.17% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 12.24% |
| Excess over benchmark | 21.83% | 16.70% | 4.87% | 2.47% | — | 3.93% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.33%
Benchmark approx 14.75%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.52
Sharpe
Excess return gained per unit of volatility.
Capture ratio
109 / 95
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −24.36% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2026 after 487 days.
Max drawdowns
−24.36%
Recovery period
487 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −24.36% | 121 days | 30 Jun 2026 | 487 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−24.36%
Fell over121 days
Recovered30 Jun 2026
Recovery took487 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 14.75% gross return.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee0.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 6%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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