PMS · Equity · Flexi Cap
East Green-Quant Strategy
Fund size₹7 Cr
IRRSince inception19.29%
1Y return52.34%
Fund age2 yrs 3 mo
Fund Manager
Growth of₹Cr
East Green Quant
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| East Green Quant | 37.48% | 52.34% | 13.26% | — | — | 19.29% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 5.71% |
| Excess over benchmark | 38.50% | 47.62% | 13.37% | — | — | 13.58% |
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
25.90%
Benchmark approx 15.73%
A standard deviation reflecting historical swings.
Sensitivity
0.96
Beta vs benchmark 1.00 · 4% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.57
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −8.07%, and recovered on 30 Apr 2026.
Max drawdowns
−8.07%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −8.07% | – | 30 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−8.07%
Fell over–
Recovered30 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 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 1Y 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.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 6%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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