Small Midcap

Money Grow Asset Private Ltd
SMALL AND MID CAP

5

Out of 38*
Compare
Share

Portfolio age 1 years, 2 months

-8.66%

-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.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Viraj Mahadevia

Manager Rank Out of 29
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹141.54 Cr
Highest Return In 1 Yr 27.29%

Profile

Viraj has over 20 years of experience in finance,with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000).

Other Schemes

1M 3M 6M 1Y 3Y 5Y

table
Grid

Small Midcap

AUM (₹ Cr)

141.54

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

141.54 (As on Jan, 2025)

Inception Date

Dec 11, 2023

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

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

10%

Profit Sharing

20% Performance above Hurdle 10%

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Investment Philosophy

Objective

The Small Mid Cap Fund aims to achieve substantial long-term capital appreciation by investing in small and mid-cap companies.

Investment Approach

The Small Mid Cap Fund takes a Private Equity style bottoms-up approach to identify under the radar companies and emerging sectors, in addition to balance sheet turnarounds to drive meaningful earnings growth and consequently re-rating. Big focus on quality of manager through regular interactions and reference checks.