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Blend

  • Money Grow Asset Private Ltd
  • FLEXICAP
  • 54
    Out of 63*
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Portfolio age 0 years, 6 months
-6.73%
-3.43%
Hurdle Rate** 10.00%
Fixed fee 2.00%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Aug 11, 2024
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00 if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10%
Profit Sharing
20% Profit sharing above 10% hurdle
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Investment Philosophy

Objective

Aim to invest in companies having growth potential combined with the flexibility and diversification for balanced, long term wealth creation.

Investment Approach

Mix of top-down and bottom-up strategy and stocks will be selected basis various factors like fundamentals, valuations, growth, etc

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
36 Out of 64
Fixed Fee
2.00%
Scheme Return
-6.73%
Benchmark Return
-3.43%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 64
Fixed Fee
0.50%
Scheme Return
-0.01%
Benchmark Return
-0.45%
Unique - Focused Fund
AUM (₹ Cr)
871.20
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 64
Fixed Fee
1.50%
Scheme Return
-0.65%
Benchmark Return
-3.43%
Eklavya - Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 64
Fixed Fee
1.00%
Scheme Return
-1.13%
Benchmark Return
-0.48%
FACTORSHIELDS PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.23%
Benchmark Return
-3.43%
Bespoke
AUM (₹ Cr)
49.51
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.32%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Blend
1Out of 64
-6.73%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹UNDISC. Cr.
Alphaa MPT Plus Fund
1Out of 64
-0.01%
-0.45%
Nifty 50 TRI
FLEXICAP
12.00%
₹UNDISC. Cr.
Unique - Focused Fund
1Out of 64
-0.65%
-3.43%
S&P BSE 500 TRI
FLEXICAP
8.00%
₹871.20 Cr.
Eklavya - Equity
1Out of 64
-1.13%
-0.48%
Nifty 50 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
FACTORSHIELDS PMS
1Out of 64
-1.23%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
Bespoke
1Out of 64
-1.32%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹49.51 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Money Grow Asset Private Ltd
Money Grow Asset Private Ltd manages assets worth Rs 401.07 crores. Its current offering of PMS schemes includes 3 Flexicap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

401.07 (As on Jan, 2025)

Number of Schemes

4
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Bespoke
AUM (₹ Cr)
₹49.51 Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
5 Out of 64
Fixed Fee
2.00%
Strategy Return
-1.32%
Benchmark Return
-3.43%
Flexicap
AUM (₹ Cr)
₹84.90 Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
6 Out of 64
Fixed Fee
2.00%
Strategy Return
-2.10%
Benchmark Return
-3.43%
Blend
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
36 Out of 64
Fixed Fee
2.00%
Strategy Return
-6.73%
Benchmark Return
-3.43%
Small Midcap
AUM (₹ Cr)
₹141.54 Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
29 Out of 44
Fixed Fee
2.00%
Strategy Return
-8.66%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Bespoke
1Out of 4
-1.32%
-3.43%
S&P BSE 500 TRI
10%
FLEXICAP
₹49.51 Cr.
Flexicap
1Out of 4
-2.10%
-3.43%
S&P BSE 500 TRI
10%
FLEXICAP
₹84.90 Cr.
Blend
1Out of 4
-6.73%
-3.43%
S&P BSE 500 TRI
10%
FLEXICAP
₹UNDISC. Cr.
Small Midcap
1Out of 4
-8.66%
-3.43%
S&P BSE 500 TRI
10%
SMALL AND MID CAP
₹141.54 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Blend?
The hurdle rate of Blend is 10%.
What is the fixed fee charged in Blend ?
The fixed fee charged in Blend is 2.00%.
What is the variable fee charged in Blend ?
The variable fee charged in Blend is No Option .
What is the profit sharing in Blend ?
The profit sharing in Blend is 20% Profit sharing above 10% hurdle.
What is the minimum investment in Blend ?
The minimum investment in Blend is ₹50 Lac
What type of scheme is Blend?
Blend is an Equity scheme. It falls in the FLEXICAP category.
What is the inception date of Blend?
The inception date of Blend is Aug 11, 2024 .
What is the exit load of Blend?
Exit load is 3.00 if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.

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