Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
Prabhudas Lilladher - Elevate
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%
18.21%
6 Months
22.22%
19.98%
1 Year
18.30%
30.53%
3 Years
15.67%
—
5 Years
—
—
Since Inception
20.11%
18.35%
Fund Age
3 yrs 4 mo
2 yrs 8 mo
AUM
₹135.39 Cr
—
Alpha – 1 Year
11.45%
26.89%
Alpha – 3 Years
4.63%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.13%
21.52%
Volatility – 3 Years
22.86%
—
Beta – 1 Year
2.68
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.49
1.10
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
12.96%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.31%
−15.37%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.16%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 6% · M 16% · S 54%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
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%
3% / 2% / 1%