Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs MoneyGrow Asset-Blend
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
MoneyGrow Asset-Blend
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.20%
3.90%
6 Months
17.44%
20.99%
1 Year
18.10%
15.26%
3 Years
—
—
5 Years
—
—
Since Inception
21.12%
−0.87%
Fund Age
2 yrs 5 mo
2 yrs
AUM
₹83.78 Cr
₹5.92 Cr
Alpha – 1 Year
18.45%
15.61%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.94%
33.28%
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
1.67
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.42
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.14%
−25.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
24
—
Portfolio P/E
53.08
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%