Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Pace - Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
0.57%
6 Months
9.15%
3.80%
1 Year
11.50%
20.95%
3 Years
15.21%
16.43%
5 Years
—
15.76%
Since Inception
17.99%
14.79%
Fund Age
3 yrs 4 mo
5 yrs 8 mo
AUM
₹113.51 Cr
₹116.87 Cr
Alpha – 1 Year
11.85%
13.41%
Alpha – 3 Years
6.21%
5.18%
Information Ratio – 3 Years
0.97
0.32
Volatility – 1 Year
21.57%
9.08%
Volatility – 3 Years
16.25%
12.28%
Beta – 1 Year
1.26
0.54
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.37
1.56
Sharpe Ratio – 3 Years
0.63
0.88
Worst Rolling Year
14.24%
10.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−19.23%
−18.39%
Recovery Period
79 days
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
16.68%
5-Year Rolling Windows Positive
—
100.00%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%