Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
SRE - Shield
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%
−0.37%
6 Months
22.22%
3.64%
1 Year
18.30%
6.24%
3 Years
15.67%
9.36%
5 Years
—
8.05%
Since Inception
20.11%
9.66%
Fund Age
3 yrs 4 mo
8 yrs 3 mo
AUM
₹135.39 Cr
₹32.8 Cr
Alpha – 1 Year
11.45%
6.59%
Alpha – 3 Years
4.63%
0.36%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
34.13%
18.27%
Volatility – 3 Years
22.86%
15.46%
Beta – 1 Year
2.68
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.49
0.15
Sharpe Ratio – 3 Years
0.52
0.34
Worst Rolling Year
12.96%
6.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−27.31%
−22.11%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 28% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
33.81
Top 5 Holdings
—
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%