Performance since inception (Mar-2019 end to Mar-2023 end):
| East Green Capital Portfolio | Nifty 50 | BSE Midcap Index | BSE Small Cap Index |
| +239.7% | 49.3% | 55.5% | 79.4% |
Return comparison across time periods:
Rolling 12 month returns
| Quarter-end Returns | Q4 FY19-20 | Q1 FY20-21 | Q2 FY20-21 | Q3 FY20-21 | Q4 FY20-21 | Q1 FY21-22 | Q2 FY21-22 | Q3 FY21-22 | Q4 FY21-22 | Q1 FY22-23 | Q2 FY22-23 | Q3 FY22-23 | Q4 FY22-23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EGC Model PF | 21.7% | 22.4% | 60.4% | 58.7% | 84.1% | 103.0% | 84.1% | 80.4% | 57.3% | 17.2% | 5.0% | -3.8% | -3.5% |
| Nifty 50 | -26.0% | -12.6% | -2.0% | 14.9% | 70.9% | 52.6% | 56.6% | 24.1% | 18.9% | 0.4% | -3.0% | 4.3% | -0.6% |
| BSE Midcap Index | -31.7% | -11.8% | 4.3% | 19.9% | 90.9% | 72.6% | 71.7% | 39.2% | 19.5% | -3.7% | -1.6% | 1.4% | -0.18% |
| BSE Small Cap Index | -36.1% | -13.1% | 12.9% | 32.1% | 114.9% | 103.8% | 88.8% | 62.8% | 36.7% | -1.8% | 1.3% | -1.8% | -4.4% |
Equity Curve:
The following chart shows how initial capital of INR 100,000 invested with us in Apr 2019 (inception date) would have grown, compared to benchmarks.
Month-wise returns:
| FY | Annual Return | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-20 | 21.68% | 2.75% | 2.78% | -0.15% | -2.93% | 3.42% | 2.32% | 8.06% | 1.49% | 2.12% | 8.64% | -0.09% | -7.59% |
| 2020-21 | 84.09% | 1.36% | 1.61% | 3.01% | 10.75% | 9.20% | 11.32% | -2.44% | 5.61% | 7.46% | 3.90% | 7.67% | 4.06% |
| 2021-22 | 44.95% | 4.44% | 6.28% | 5.38% | 9.15% | 3.24% | 8.38% | 1.22% | 1.08% | 6.06% | 2.11% | -8.41% | 8.51% |
| 2022-23 | -2.39% | -2.32% | -10.18% | -0.7% | 3.83% | 4.77% | 0.63% | 1.18% | 1.02% | -2.69% | -0.57% | 1.95% | 0.26% |