Compare Schemes

MoneyGrow Asset-Small Midcap vs Omni Centurions

MoneyGrow Asset-Small Midcap

Omni Centurions

Add Scheme

Growth of ₹1 Crore

MoneyGrow Asset-Small Midcap

Omni Centurions

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

NIFTY 50 Total Return Index · -0.3%

MoneyGrow Asset-Small Midcap

21.1% • vol 56.8%

50%

60%

70%

Volatility • 1 yr deviation

1 Month

7.59%

−2.52%

6 Months

40.12%

2.26%

1 Year

21.10%

—

3 Years

—

5 Years

—

Since Inception

20.13%

−9.97%

Fund Age

2 yrs 8 mo

8 mo

AUM

₹150.76 Cr

₹6.08 Cr

Alpha – 1 Year

21.45%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

56.76%

—

Volatility – 3 Years

—

Beta – 1 Year

2.39

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.48

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−38.85%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 96%

S 100%

Number of Stocks

—

Portfolio P/E

—

13.93

Top 5 Holdings

—

Transport Corporation of India Ltd · 3.61%

Repco Home Finance Ltd · 3.61%

GIC Housing Finance Ltd · 3.61%

PNB Housing Finance Ltd · 3.61%

PTC India Ltd · 3.61%

Top Sectors

—

Construction · 35.57%

Services · 23.20%

Financial Services · 21.65%

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.