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MoneyGrow Asset-Small Midcap vs Prabhudas Lilladher - Leap
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MoneyGrow Asset-Small Midcap
Prabhudas Lilladher - Leap
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Growth of
₹1 Crore
MoneyGrow Asset-Small Midcap
Prabhudas Lilladher - Leap
Since Inception
3Y
1Y
Return for the risk
1 yr return
-5%
0%
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
Overview
1 Month
7.59%
7.08%
6 Months
40.12%
—
1 Year
21.10%
—
3 Years
—
—
5 Years
—
—
Since Inception
20.13%
7.03%
Fund Age
2 yrs 8 mo
1 mo
AUM
₹150.76 Cr
—
Outerperformance
Alpha – 1 Year
21.45%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
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
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
S 96%
L 61% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hindustan Copper Ltd · 11.35%
Tata Steel Ltd · 9.97%
Jindal Steel Ltd · 8.85%
Steel Authority of India Ltd · 7.14%
JSW Steel Ltd · 7.02%
Top Sectors
—
—
Fees
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%
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