Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
0.25%
6 Months
9.15%
15.19%
1 Year
11.50%
3.21%
3 Years
15.21%
19.65%
5 Years
—
—
Since Inception
17.99%
25.09%
Fund Age
3 yrs 4 mo
3 yrs 5 mo
AUM
₹113.51 Cr
₹4,148.34 Cr
Alpha – 1 Year
11.85%
0.23%
Alpha – 3 Years
6.21%
7.77%
Information Ratio – 3 Years
0.97
0.62
Volatility – 1 Year
21.57%
21.54%
Volatility – 3 Years
16.25%
22.15%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.09
1.15
Sharpe Ratio – 1 Year
0.37
-0.01
Sharpe Ratio – 3 Years
0.63
0.68
Worst Rolling Year
14.24%
19.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−19.23%
−27.91%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 28% · S 38%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
—
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%