Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
JM-Apex
MoneyGrow Asset-Small Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
7.59%
6 Months
17.39%
40.12%
1 Year
20.93%
21.10%
3 Years
17.01%
—
5 Years
—
—
Since Inception
19.54%
20.13%
Fund Age
3 yrs 6 mo
2 yrs 8 mo
AUM
₹615.02 Cr
₹150.76 Cr
Alpha – 1 Year
16.21%
21.45%
Alpha – 3 Years
4.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.36%
56.76%
Volatility – 3 Years
18.51%
—
Beta – 1 Year
1.01
2.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.81
0.48
Sharpe Ratio – 3 Years
0.72
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.79%
−38.85%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%