Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Shriram Future GEMS
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%
2.93%
6 Months
9.15%
1.59%
1 Year
11.50%
25.48%
3 Years
15.21%
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5 Years
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Since Inception
17.99%
30.29%
Fund Age
3 yrs 4 mo
18 mo
AUM
₹113.51 Cr
₹0.8 Cr
Alpha – 1 Year
11.85%
25.83%
Alpha – 3 Years
6.21%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.57%
16.88%
Volatility – 3 Years
16.25%
—
Beta – 1 Year
1.26
0.86
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.37
1.13
Sharpe Ratio – 3 Years
0.63
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Worst Rolling Year
14.24%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.23%
−15.67%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.47%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 28% · S 38%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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