Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
22.22%
19.15%
1 Year
18.30%
14.85%
3 Years
15.67%
14.64%
5 Years
—
—
Since Inception
20.11%
15.52%
Fund Age
3 yrs 4 mo
3 yrs 3 mo
AUM
₹135.39 Cr
₹213.16 Cr
Alpha – 1 Year
11.45%
10.13%
Alpha – 3 Years
4.63%
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
34.13%
28.62%
Volatility – 3 Years
22.86%
24.62%
Beta – 1 Year
2.68
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
0.49
0.43
Sharpe Ratio – 3 Years
0.52
0.46
Worst Rolling Year
12.96%
12.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−27.31%
−26.40%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
15.08%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%