Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
22.22%
8.56%
1 Year
18.30%
5.56%
3 Years
15.67%
8.84%
5 Years
—
—
Since Inception
20.11%
10.12%
Fund Age
3 yrs 4 mo
3 yrs 2 mo
AUM
₹135.39 Cr
₹45.94 Cr
Alpha – 1 Year
11.45%
5.91%
Alpha – 3 Years
4.63%
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
34.13%
23.84%
Volatility – 3 Years
22.86%
20.02%
Beta – 1 Year
2.68
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.49
0.12
Sharpe Ratio – 3 Years
0.52
0.26
Worst Rolling Year
12.96%
7.39%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−27.31%
−26.84%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
9.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
14
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%
3% / 2% / 1%