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FIRST--Conservative strategy vs MoneyGrow Asset-Large Midcap

FIRST--Conservative strategy

MoneyGrow Asset-Large Midcap

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Growth of ₹1 Crore

FIRST--Conservative strategy

MoneyGrow Asset-Large Midcap

Return for the risk

3 yrs return

10%

15%

20%

MoneyGrow Asset-Large Midcap

15.2% • vol 16.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.40%

1.12%

6 Months

3.69%

9.15%

1 Year

7.91%

11.50%

3 Years

—

15.21%

5 Years

—

Since Inception

8.72%

17.99%

Fund Age

2 yrs 2 mo

3 yrs 4 mo

AUM

₹14.07 Cr

₹113.51 Cr

Alpha – 1 Year

2.71%

11.85%

Alpha – 3 Years

—

6.21%

Information Ratio – 3 Years

—

0.97

Volatility – 1 Year

1.00%

21.57%

Volatility – 3 Years

—

16.25%

Beta – 1 Year

0.34

1.26

Beta – 3 Years

—

1.09

Sharpe Ratio – 1 Year

2.29

0.37

Sharpe Ratio – 3 Years

—

0.63

Worst Rolling Year

—

14.24%

Value at Worst Rolling Year

—

₹1.14 Cr

Deepest Drawdown

—

−19.23%

Recovery Period

—

79 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

15.47%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 33% · M 28% · S 38%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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