Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Growth
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
4.79%
6 Months
18.50%
13.10%
1 Year
9.19%
18.11%
3 Years
14.83%
14.56%
5 Years
14.00%
8.71%
Since Inception
21.97%
13.67%
Fund Age
6 yrs 10 mo
11 yrs 2 mo
AUM
₹147.62 Cr
₹138.06 Cr
Alpha – 1 Year
9.54%
18.46%
Alpha – 3 Years
5.83%
5.57%
Information Ratio – 3 Years
0.34
0.62
Volatility – 1 Year
19.11%
22.83%
Volatility – 3 Years
21.05%
16.72%
Beta – 1 Year
0.83
1.29
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.51
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%