Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Ocean-Avendus Olivo Core Equity Portfolio
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%
0.17%
6 Months
9.15%
−0.88%
1 Year
11.50%
−2.91%
3 Years
15.21%
9.00%
5 Years
—
9.07%
Since Inception
17.99%
14.52%
Fund Age
3 yrs 4 mo
6 yrs 2 mo
AUM
₹113.51 Cr
₹209.81 Cr
Alpha – 1 Year
11.85%
−7.63%
Alpha – 3 Years
6.21%
−3.09%
Information Ratio – 3 Years
0.97
-0.39
Volatility – 1 Year
21.57%
14.71%
Volatility – 3 Years
16.25%
15.04%
Beta – 1 Year
1.26
0.84
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.37
-0.49
Sharpe Ratio – 3 Years
0.63
0.35
Worst Rolling Year
14.24%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.23%
—
Recovery Period
79 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 28% · S 38%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%