Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
3.80%
6 Months
9.15%
7.35%
1 Year
11.50%
9.59%
3 Years
15.21%
7.90%
5 Years
—
12.07%
Since Inception
17.99%
14.25%
Fund Age
3 yrs 4 mo
13 yrs 1 mo
AUM
₹113.51 Cr
₹106.28 Cr
Alpha – 1 Year
11.85%
9.94%
Alpha – 3 Years
6.21%
−1.10%
Information Ratio – 3 Years
0.97
-0.12
Volatility – 1 Year
21.57%
15.58%
Volatility – 3 Years
16.25%
14.39%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
1.09
0.84
Sharpe Ratio – 1 Year
0.37
0.33
Sharpe Ratio – 3 Years
0.63
0.24
Worst Rolling Year
14.24%
-8.02%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−19.23%
−19.54%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
15.47%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
Top 5 Holdings
—
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%