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Moneylife - MAS Growth
Moneylife - MAS Growth

Moneylife - MAS Growth

  • Moneylife Advisory Services Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 23
    Out of 116*
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Portfolio age5 years, 7 months
3.1%
3.37%
Hurdle Rate**10.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2025)
Inception Date
Dec 18, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Aims at generating superior return with low portfolio volatility and low downside risk.

Investment Approach

Create a diversified portfolio of reasonably valued high-quality stocks with tailwinds, supported by a clear exit strategy. The investment approach includes staying in cash when market conditions dictate and hedging stock portfolio against sharp declines and hedge the cash position against sharp rallies. Especially suitable for businesses, successful senior employees, or self-employed professionals such as doctors or lawyers.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Moneylife - MAS Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
160 Out of 250
Fixed Fee
No Option
Scheme Return
3.1%
Benchmark Return
3.37%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Moneylife Advisory Services Pvt Ltd
Moneylife Advisory Services Pvt Ltd manages assets worth Rs 259.90 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

259.90 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Moneylife - MAS Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
160 Out of 250
Fixed Fee
No Option
Scheme Return
3.1%
Benchmark Return
3.37%
Moneylife - MAS Prime
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
245 Out of 250
Fixed Fee
No Option
Scheme Return
0.34%
Benchmark Return
3.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Moneylife - MAS Growth?
The hurdle rate of Moneylife - MAS Growth is 10.00%.
What is the fixed fee charged in Moneylife - MAS Growth ?
The fixed fee charged in Moneylife - MAS Growth is No Option.
What is the variable fee charged in Moneylife - MAS Growth ?
The variable fee charged in Moneylife - MAS Growth is 1.00%.
What is the profit sharing in Moneylife - MAS Growth ?
The profit sharing in Moneylife - MAS Growth is 20% Profit sharing above 10% Hurdle.
What is the minimum investment in Moneylife - MAS Growth ?
The minimum investment in Moneylife - MAS Growth is ₹50 Lacs
What type of scheme is Moneylife - MAS Growth?
Moneylife - MAS Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Moneylife - MAS Growth?
The inception date of Moneylife - MAS Growth is Dec 18, 2019.
What is the exit load of Moneylife - MAS Growth?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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