Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Oro-alpha compounders
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%
2.98%
6 Months
9.15%
−0.13%
1 Year
11.50%
−2.80%
3 Years
15.21%
13.20%
5 Years
—
—
Since Inception
17.99%
13.51%
Fund Age
3 yrs 4 mo
3 yrs 8 mo
AUM
₹113.51 Cr
₹30.6 Cr
Alpha – 1 Year
11.85%
−5.78%
Alpha – 3 Years
6.21%
1.30%
Information Ratio – 3 Years
0.97
0.16
Volatility – 1 Year
21.57%
16.62%
Volatility – 3 Years
16.25%
16.99%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.37
-0.42
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
14.24%
13.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−19.23%
−20.23%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 28% · S 38%
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%