PMS · Equity · Multi Cap
Money Life - Mas Prime
Fund size₹119 Cr
Alpha (3Y)12.96%
3Y return21.57%
Fund age6 yrs 10 mo
Fund Manager
Debashis Basu
Debashis Basu
Fund Manager, Moneylife Advisory Services
"Mr. Debashis Basu is a CA with three decades of experience as a business writer and commentator. He is the author of several business books including The Scam amd Absolute Power, a history of NSE, co-authored with Sucheta Dalal. He was a member of the mutual fund advisory committee of SEBI. "
Managing AUM₹267 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Money Life Mas Prime—17.69%4.70%21.57%14.87%17.17%
NIFTY 50 TRI−12.33%−0.35%−1.19%9.00%8.32%12.10%
Excess over benchmark—18.04%5.89%12.57%6.55%5.07%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
21.61%
Benchmark approx 13.21%
A standard deviation reflecting historical swings.
Sensitivity
0.85
Beta vs benchmark 1.00 · 15% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.77
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 49
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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