Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
1.81%
6 Months
22.22%
1.04%
1 Year
18.30%
0.26%
3 Years
15.67%
5.24%
5 Years
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Since Inception
20.11%
8.72%
Fund Age
3 yrs 4 mo
4 yrs 3 mo
AUM
₹135.39 Cr
₹53.49 Cr
Alpha – 1 Year
11.45%
0.69%
Alpha – 3 Years
4.63%
−3.33%
Information Ratio – 3 Years
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Volatility – 1 Year
34.13%
17.93%
Volatility – 3 Years
22.86%
23.60%
Beta – 1 Year
2.68
1.08
Beta – 3 Years
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Sharpe Ratio – 1 Year
0.49
0.06
Sharpe Ratio – 3 Years
0.52
0.67
Worst Rolling Year
12.96%
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Value at Worst Rolling Year
₹1.13 Cr
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Deepest Drawdown
−27.31%
−13.25%
Recovery Period
77 days
92 days
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
15.16%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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