Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
0.47%
6 Months
9.15%
0.32%
1 Year
11.50%
1.03%
3 Years
15.21%
14.82%
5 Years
—
11.82%
Since Inception
17.99%
13.07%
Fund Age
3 yrs 4 mo
5 yrs 2 mo
AUM
₹113.51 Cr
₹56.08 Cr
Alpha – 1 Year
11.85%
−1.95%
Alpha – 3 Years
6.21%
2.94%
Information Ratio – 3 Years
0.97
0.18
Volatility – 1 Year
21.57%
13.89%
Volatility – 3 Years
16.25%
18.35%
Beta – 1 Year
1.26
0.75
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.37
-0.25
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
14.24%
12.65%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−19.23%
−26.40%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
—
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%