Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
1.12%
6 Months
22.22%
9.15%
1 Year
18.30%
11.50%
3 Years
15.67%
15.21%
5 Years
—
—
Since Inception
20.11%
17.99%
Fund Age
3 yrs 4 mo
3 yrs 4 mo
AUM
₹135.39 Cr
₹113.51 Cr
Alpha – 1 Year
11.45%
11.85%
Alpha – 3 Years
4.63%
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
34.13%
21.57%
Volatility – 3 Years
22.86%
16.25%
Beta – 1 Year
2.68
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.49
0.37
Sharpe Ratio – 3 Years
0.52
0.63
Worst Rolling Year
12.96%
14.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−27.31%
−19.23%
Recovery Period
77 days
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 33% · M 28% · S 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%