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MoneyGrow Asset-Small Midcap vs PlusWealth Catalyst

MoneyGrow Asset-Small Midcap

PlusWealth Catalyst

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Growth of ₹1 Crore

MoneyGrow Asset-Small Midcap

PlusWealth Catalyst

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%

11.18%

6 Months

40.12%

61.92%

1 Year

21.10%

—

3 Years

—

5 Years

—

Since Inception

20.13%

80.37%

Fund Age

2 yrs 8 mo

8 mo

AUM

₹150.76 Cr

₹4.39 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%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0% / 0%

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