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Dynamic Midcap Mavens vs MoneyGrow Asset--Bespoke

Dynamic Midcap Mavens

MoneyGrow Asset--Bespoke

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Growth of ₹1 Crore

Dynamic Midcap Mavens

MoneyGrow Asset--Bespoke

Return for the risk

3 yrs return

10%

15%

20%

MoneyGrow Asset--Bespoke

15.7% • vol 22.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.55%

4.54%

6 Months

—

22.22%

1 Year

—

18.30%

3 Years

—

15.67%

5 Years

—

Since Inception

8.03%

20.11%

Fund Age

5 mo

3 yrs 4 mo

AUM

₹2.59 Cr

₹135.39 Cr

Alpha – 1 Year

—

11.45%

Alpha – 3 Years

—

4.63%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

34.13%

Volatility – 3 Years

—

22.86%

Beta – 1 Year

—

2.68

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.49

Sharpe Ratio – 3 Years

—

0.52

Worst Rolling Year

—

12.96%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−27.31%

Recovery Period

—

77 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

15.16%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

47.71

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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