East Green Agile Strategy


Key Portfolio Attributes

Inception Date: July 6 2023

Number of Stocks: 25-35

Fund Manager’s Name: Vinay Arya

Portfolio Manager’s Experience: 9 Years

Portfolio Manager’s Qualification: Vinay Arya - MBA (FMS Delhi), CA (All India rank-holder), CS, B.Com (H) (SRCC)

Investment Objective

The investment objective of East Green PMS is to maximise returns while minimising risks.

Portfolio Strategy

East Green Agile Strategy

Investment Philosophy

1] Buy companies with significant and/or rising market share

2] Have a bias for businesses displaying sustainable growth

3] Avoid companies with questionable corporate governance

4] Prefer companies with easy-to-understand business models

5] Modify portfolio with agility – churn is not bad

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
East Green Advisors LLP Agile Strategy-0.04%4.27%8.07%-6.30%8.42%---14.27%
S&P BSE 500 TRI0.96%6.57%5.62%6.27%16.18%---17.21%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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