Performance History

Performance since inception (Mar-2019 end to Aug-2022 end):

East Green Capital
Portfolio
Nifty 50BSE
Midcap Index
BSE
Small Cap Index
+233.9%48.5%64.1%90.7%

Return comparison across time periods:

Rolling 12 month returns

Quarter-end
Returns
Q4 FY19-20Q1 FY20-21Q2 FY20-21Q3 FY20-21Q4 FY20-21Q1 FY21-22Q2 FY21-22Q3 FY21-22Q4 FY21-22Q1 FY22-23Q2 FY22-23
(till Aug)
EGC Model PF21.7%22.4%60.4%58.7%84.1%103.0%84.1%80.4%57.3%17.2%13.1%
Nifty 50-26.0%-12.6%-2.0%14.9%70.9%52.6%56.6%24.1%18.9%0.4%0.7%
BSE Midcap Index-31.7%-11.8%4.3%19.9%90.9%72.6%71.7%39.2%19.5%-3.7%6.5%
BSE Small Cap Index-36.1%-13.1%12.9%32.1%114.9%103.8%88.8%62.8%36.7%-1.8%6.4%
The above table indicates the return generated in the 12 months prior to the specific quarter-end. Every column has different 12 month periods into consideration.

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:

FYAnnual
Return
AprMayJunJulAugSepOctNovDecJanFebMar
2019-2021.68%2.75%2.78%-0.15%-2.93%3.42%2.32%8.06%1.49%2.12%8.64%-0.09%-7.59%
2020-2184.09%1.36%1.61%3.01%10.75%9.20%11.32%-2.44%5.61%7.46%3.90%7.67%4.06%
2021-2244.95%4.44%6.28%5.38%9.15%3.24%8.38%1.22%1.08%6.06%2.11%-8.41%8.51%
2022-23-2.32-2.32%-10.18%-0.7%3.83%4.77%