Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
1.12%
6 Months
12.32%
9.15%
1 Year
—
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
13.81%
17.99%
Fund Age
8 mo
3 yrs 4 mo
AUM
₹279.09 Cr
₹113.51 Cr
Alpha – 1 Year
—
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
—
21.57%
Volatility – 3 Years
—
16.25%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
—
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 35% · M 34% · S 23%
L 33% · M 28% · S 38%
Number of Stocks
40
—
Portfolio P/E
19.53
—
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
—
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
3% / 2% / 1%