Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Purnartha Vision Strategy
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%
5.60%
6 Months
9.15%
9.69%
1 Year
11.50%
14.36%
3 Years
15.21%
13.50%
5 Years
—
8.53%
Since Inception
17.99%
11.34%
Fund Age
3 yrs 4 mo
5 yrs 5 mo
AUM
₹113.51 Cr
₹190.75 Cr
Alpha – 1 Year
11.85%
9.64%
Alpha – 3 Years
6.21%
1.41%
Information Ratio – 3 Years
0.97
0.20
Volatility – 1 Year
21.57%
24.59%
Volatility – 3 Years
16.25%
18.73%
Beta – 1 Year
1.26
1.16
Beta – 3 Years
1.09
1.03
Sharpe Ratio – 1 Year
0.37
0.44
Sharpe Ratio – 3 Years
0.63
0.52
Worst Rolling Year
14.24%
8.91%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−19.23%
−18.32%
Recovery Period
79 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
Top 5 Holdings
—
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%