Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
9.15%
19.15%
1 Year
11.50%
14.85%
3 Years
15.21%
14.64%
5 Years
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—
Since Inception
17.99%
15.52%
Fund Age
3 yrs 4 mo
3 yrs 3 mo
AUM
₹113.51 Cr
₹213.16 Cr
Alpha – 1 Year
11.85%
10.13%
Alpha – 3 Years
6.21%
2.55%
Information Ratio – 3 Years
0.97
0.17
Volatility – 1 Year
21.57%
28.62%
Volatility – 3 Years
16.25%
24.62%
Beta – 1 Year
1.26
1.48
Beta – 3 Years
1.09
1.33
Sharpe Ratio – 1 Year
0.37
0.43
Sharpe Ratio – 3 Years
0.63
0.46
Worst Rolling Year
14.24%
12.87%
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%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 28% · S 38%
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Number of Stocks
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33
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%
2% / 1% / 0%