Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
MoneyGrow Asset-Small Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
7.59%
6 Months
25.39%
40.12%
1 Year
17.69%
21.10%
3 Years
21.57%
—
5 Years
14.87%
—
Since Inception
17.17%
20.13%
Fund Age
6 yrs 10 mo
2 yrs 8 mo
AUM
₹119.43 Cr
₹150.76 Cr
Alpha – 1 Year
18.04%
21.45%
Alpha – 3 Years
12.57%
—
Information Ratio – 3 Years
0.68
—
Volatility – 1 Year
26.38%
56.76%
Volatility – 3 Years
21.61%
—
Beta – 1 Year
0.88
2.39
Beta – 3 Years
0.85
—
Sharpe Ratio – 1 Year
0.54
0.48
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−38.85%
Recovery Period
—
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
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%