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ABN - Flagship Equity vs MoneyGrow Asset-Blend
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ABN - Flagship Equity
MoneyGrow Asset-Blend
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Growth of
₹1 Crore
ABN - Flagship Equity
MoneyGrow Asset-Blend
Since Inception
1Y
Return for the risk
1 yr return
10%
15%
20%
MoneyGrow Asset-Blend
15.3% • vol 33.3%
20%
30%
40%
Volatility • 1 yr deviation
Overview
1 Month
2.96%
3.90%
6 Months
14.37%
20.99%
1 Year
—
15.26%
3 Years
—
—
5 Years
—
—
Since Inception
13.39%
−0.87%
Fund Age
7 mo
2 yrs
AUM
₹19.88 Cr
₹5.92 Cr
Outerperformance
Alpha – 1 Year
—
15.61%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
33.28%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.67
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.42
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−25.38%
Recovery Period
—
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%
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