Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
SBI AEON ALPHA PMS
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%
0.41%
6 Months
9.15%
20.81%
1 Year
11.50%
15.63%
3 Years
15.21%
13.76%
5 Years
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Since Inception
17.99%
14.77%
Fund Age
3 yrs 4 mo
4 yrs 6 mo
AUM
₹113.51 Cr
₹751.68 Cr
Alpha – 1 Year
11.85%
16.06%
Alpha – 3 Years
6.21%
5.19%
Information Ratio – 3 Years
0.97
0.25
Volatility – 1 Year
21.57%
18.90%
Volatility – 3 Years
16.25%
16.75%
Beta – 1 Year
1.26
0.89
Beta – 3 Years
1.09
0.79
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.63
0.53
Worst Rolling Year
14.24%
13.60%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−19.23%
−21.60%
Recovery Period
79 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 28% · S 38%
L 16% · M 11% · S 70%
Number of Stocks
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—
Portfolio P/E
—
—
Top 5 Holdings
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Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%