PMS · Equity · Flexi Cap
MoneyGrow Asset--Bespoke
Fund size₹135 Cr
IRRSince inception20.11%
3Y return15.67%
Fund age3 yrs 4 mo
Fund Manager
Manish Gupta
Manish Gupta
Fund Manager, PMS, MoneyGrow
"Manish has over 23 years of experience in Indian equity markets. • He was part of the senior leadership team at CLSA’s Institutional Equities business in Mumbai and New York. During his 17-years at CLSA, he has advised leading FIIs, insurance companies, mutual funds, private equity funds and sovereign wealth funds on their Indian equity investments. He was involved in numerous IPOs, QIPs, equity placements, block trades during his tenure. • He holds a 5-year Integrated M. Tech. from IIT Delhi (1999), MBA from IIM Ahmedabad (2001) and CFA charter holder from CFA Institute, USA."
Managing AUM₹255 Cr
Growth of₹Cr
MoneyGrow Asset Bespoke
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
MoneyGrow Asset Bespoke18.17%18.30%7.54%15.67%—20.11%
Nifty 500−1.02%6.85%4.68%11.04%—12.23%
Excess over benchmark19.19%11.45%2.86%4.63%—7.88%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
22.86%
A standard deviation reflecting historical swings.
Risk-reward
0.52
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −27.31% from its 17 Jul 2025 peak to a 30 Mar 2026 trough, and recovered on 15 Jun 2026 after 77 days.
Max drawdowns
−27.31%
Recovery period
77 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme17 Jul 202530 Mar 2026−27.31%256 days15 Jun 202677 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak17 Jul 2025
Trough30 Mar 2026
Depth−27.31%
Fell over256 days
Recovered15 Jun 2026
Recovery took77 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
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 Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.