Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
9.15%
9.93%
1 Year
11.50%
7.49%
3 Years
15.21%
9.34%
5 Years
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Since Inception
17.99%
11.87%
Fund Age
3 yrs 4 mo
4 yrs 7 mo
AUM
₹113.51 Cr
₹1,953.44 Cr
Alpha – 1 Year
11.85%
2.77%
Alpha – 3 Years
6.21%
−2.75%
Information Ratio – 3 Years
0.97
-0.26
Volatility – 1 Year
21.57%
19.15%
Volatility – 3 Years
16.25%
16.91%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.09
1.03
Sharpe Ratio – 1 Year
0.37
0.19
Sharpe Ratio – 3 Years
0.63
0.30
Worst Rolling Year
14.24%
8.22%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.23%
−20.91%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 28% · S 38%
L 17% · M 8% · S 75%
Number of Stocks
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Portfolio P/E
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23.80
Top 5 Holdings
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Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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