Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
SBI MF - ESG 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%
2.26%
6 Months
9.15%
18.40%
1 Year
11.50%
9.21%
3 Years
15.21%
13.13%
5 Years
—
13.39%
Since Inception
17.99%
14.83%
Fund Age
3 yrs 4 mo
10 yrs
AUM
₹113.51 Cr
₹666.2 Cr
Alpha – 1 Year
11.85%
9.64%
Alpha – 3 Years
6.21%
4.56%
Information Ratio – 3 Years
0.97
0.38
Volatility – 1 Year
21.57%
18.95%
Volatility – 3 Years
16.25%
16.01%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.37
0.27
Sharpe Ratio – 3 Years
0.63
0.52
Worst Rolling Year
14.24%
-3.31%
Value at Worst Rolling Year
₹1.14 Cr
₹0.97 Cr
Deepest Drawdown
−19.23%
−20.80%
Recovery Period
79 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
15.47%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
L 13% · M 17% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%