Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
1.12%
6 Months
16.85%
9.15%
1 Year
9.30%
11.50%
3 Years
14.05%
15.21%
5 Years
14.30%
—
Since Inception
24.29%
17.99%
Fund Age
14 yrs 10 mo
3 yrs 4 mo
AUM
₹372.24 Cr
₹113.51 Cr
Alpha – 1 Year
4.58%
11.85%
Alpha – 3 Years
1.97%
6.21%
Information Ratio – 3 Years
0.33
0.97
Volatility – 1 Year
21.18%
21.57%
Volatility – 3 Years
20.18%
16.25%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.12
1.09
Sharpe Ratio – 1 Year
0.27
0.37
Sharpe Ratio – 3 Years
0.49
0.63
Worst Rolling Year
-10.46%
14.24%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−23.77%
−19.23%
Recovery Period
99 days
79 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
15.47%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 33% · M 28% · S 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%