Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
Purnartha One Strategy
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%
−1.07%
6 Months
22.22%
4.90%
1 Year
18.30%
8.20%
3 Years
15.67%
—
5 Years
—
—
Since Inception
20.11%
8.35%
Fund Age
3 yrs 4 mo
2 yrs 11 mo
AUM
₹135.39 Cr
₹5.79 Cr
Alpha – 1 Year
11.45%
1.34%
Alpha – 3 Years
4.63%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.13%
14.87%
Volatility – 3 Years
22.86%
11.97%
Beta – 1 Year
2.68
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.49
0.25
Sharpe Ratio – 3 Years
0.52
0.34
Worst Rolling Year
12.96%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.31%
−10.35%
Recovery Period
77 days
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.16%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
—
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%