Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
9.15%
9.86%
1 Year
11.50%
0.86%
3 Years
15.21%
8.29%
5 Years
—
15.11%
Since Inception
17.99%
11.40%
Fund Age
3 yrs 4 mo
8 yrs 7 mo
AUM
₹113.51 Cr
₹119.22 Cr
Alpha – 1 Year
11.85%
1.21%
Alpha – 3 Years
6.21%
−0.71%
Information Ratio – 3 Years
0.97
-0.05
Volatility – 1 Year
21.57%
21.27%
Volatility – 3 Years
16.25%
19.22%
Beta – 1 Year
1.26
1.20
Beta – 3 Years
1.09
1.19
Sharpe Ratio – 1 Year
0.37
-0.10
Sharpe Ratio – 3 Years
0.63
0.25
Worst Rolling Year
14.24%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−19.23%
−29.07%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
15.47%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%