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MoneyGrow Asset-Blend vs Wallfort-Kosh Value Fund

MoneyGrow Asset-Blend

Wallfort-Kosh Value Fund

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Growth of ₹1 Crore

MoneyGrow Asset-Blend

Wallfort-Kosh Value Fund

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%

Wallfort-Kosh Value Fund

12% • vol 30.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.90%

1.45%

6 Months

20.99%

18.06%

1 Year

15.26%

11.98%

3 Years

—

5 Years

—

Since Inception

−0.87%

−2.78%

Fund Age

2 yrs

1 mo

AUM

₹5.92 Cr

₹4.8 Cr

Alpha – 1 Year

15.61%

7.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

33.28%

30.31%

Volatility – 3 Years

—

Beta – 1 Year

1.67

1.59

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.42

0.34

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

—

Cash & Cash Equivalent · 17.58%

Tata Power Company Ltd · 15.85%

IDFC First Bank Ltd · 11.08%

Aditya Birla Real Estate Ltd · 10.39%

Indian Metals & Ferro Alloys Ltd · 9.83%

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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