Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
9.15%
6.39%
1 Year
11.50%
0.37%
3 Years
15.21%
11.18%
5 Years
—
—
Since Inception
17.99%
4.21%
Fund Age
3 yrs 4 mo
4 yrs 6 mo
AUM
₹113.51 Cr
₹59.82 Cr
Alpha – 1 Year
11.85%
−2.61%
Alpha – 3 Years
6.21%
−0.71%
Information Ratio – 3 Years
0.97
0.13
Volatility – 1 Year
21.57%
22.91%
Volatility – 3 Years
16.25%
17.96%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.09
1.01
Sharpe Ratio – 1 Year
0.37
-0.11
Sharpe Ratio – 3 Years
0.63
0.38
Worst Rolling Year
14.24%
3.87%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−19.23%
−25.26%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 33% · M 28% · S 38%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
—
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%