Compare Schemes

MoneyGrow Asset-Blend vs PlusWealth Catalyst

MoneyGrow Asset-Blend

PlusWealth Catalyst

Add Scheme

Growth of ₹1 Crore

MoneyGrow Asset-Blend

PlusWealth Catalyst

Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

MoneyGrow Asset-Blend

15.3% • vol 33.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.90%

11.18%

6 Months

20.99%

61.92%

1 Year

15.26%

—

3 Years

—

5 Years

—

Since Inception

−0.87%

80.37%

Fund Age

2 yrs

8 mo

AUM

₹5.92 Cr

₹4.39 Cr

Alpha – 1 Year

15.61%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

33.28%

—

Volatility – 3 Years

—

Beta – 1 Year

1.67

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.42

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−25.38%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.