Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
ORO-Alpha Value
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%
0.44%
6 Months
9.15%
5.47%
1 Year
11.50%
6.35%
3 Years
15.21%
—
5 Years
—
—
Since Inception
17.99%
6.04%
Fund Age
3 yrs 4 mo
3 yrs 8 mo
AUM
₹113.51 Cr
₹1.28 Cr
Alpha – 1 Year
11.85%
3.37%
Alpha – 3 Years
6.21%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.57%
17.26%
Volatility – 3 Years
16.25%
15.80%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.37
0.12
Sharpe Ratio – 3 Years
0.63
0.10
Worst Rolling Year
14.24%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.23%
−17.83%
Recovery Period
79 days
Not yet recovered
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%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%