Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
1.12%
6 Months
−0.35%
9.15%
1 Year
−1.07%
11.50%
3 Years
9.62%
15.21%
5 Years
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Since Inception
13.16%
17.99%
Fund Age
4 yrs 2 mo
3 yrs 4 mo
AUM
₹52.82 Cr
₹113.51 Cr
Alpha – 1 Year
−5.79%
11.85%
Alpha – 3 Years
−2.47%
6.21%
Information Ratio – 3 Years
-0.56
0.97
Volatility – 1 Year
17.26%
21.57%
Volatility – 3 Years
15.97%
16.25%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.98
1.09
Sharpe Ratio – 1 Year
-0.29
0.37
Sharpe Ratio – 3 Years
0.28
0.63
Worst Rolling Year
9.59%
14.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−18.05%
−19.23%
Recovery Period
131 days
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 33% · M 28% · S 38%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
—
Top Sectors
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Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%