Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Small Midcap vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Small Midcap
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
40%
50%
60%
70%
Volatility • 1 yr deviation
1 Month
7.59%
−1.07%
6 Months
40.12%
4.90%
1 Year
21.10%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
20.13%
8.35%
Fund Age
2 yrs 8 mo
2 yrs 11 mo
AUM
₹150.76 Cr
₹5.79 Cr
Alpha – 1 Year
21.45%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
56.76%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
2.39
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.48
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−38.85%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 96%
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
—
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%