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Moneygrow Asset PMS

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

IME Strategy Rating

Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Moneygrow Asset PMS

Type: Flexi Cap | | AUM ( cr) | Inc Date (1.2)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Moneygrow Flexicap
S&P BSE 500 TRI
Alpha (over Broad Mkt BM)
Nifty 500
Alpha (over Category BM)

Fund Managers

Moneygrow Flexicap

Not under coverage: This scheme is currently not under our coverage universe.Not under coverage: This scheme is currently not under our coverage universe.Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.Nascent Fund: The fund is a relatively new fund, with less than a 3 year track record. The fund is yet to establish a longer-term track record. The track record of the AMC's other funds or the fund managers longer-term track record, may be considered keeping in mind the relevance of the older track records to this new offering.Nascent Fund: The fund is a relatively new fund, with less than a 3 year track record. The fund is yet to establish a longer-term track record. The track record of the AMC's other funds or the fund managers longer-term track record, may be considered keeping in mind the relevance of the older track records to this new offering.

AMC

AMC: (click link for detailed AMC review)