Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
9.15%
0.28%
1 Year
11.50%
2.14%
3 Years
15.21%
10.02%
5 Years
—
13.15%
Since Inception
17.99%
11.46%
Fund Age
3 yrs 4 mo
8 yrs 7 mo
AUM
₹113.51 Cr
₹585.94 Cr
Alpha – 1 Year
11.85%
2.49%
Alpha – 3 Years
6.21%
1.02%
Information Ratio – 3 Years
0.97
0.18
Volatility – 1 Year
21.57%
16.38%
Volatility – 3 Years
16.25%
14.42%
Beta – 1 Year
1.26
1.00
Beta – 3 Years
1.09
0.96
Sharpe Ratio – 1 Year
0.37
-0.13
Sharpe Ratio – 3 Years
0.63
0.38
Worst Rolling Year
14.24%
3.37%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−19.23%
−17.04%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
Top 5 Holdings
—
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%