- Manager
- Moneygrow Asset
- Service
- Discretionary
- Asset class
- Equity
Large Midcap
+4.36%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Moneygrow Asset’s Large Midcap returned 4.36% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹112 crore across its clients.
Key numbers
- AUM
- ₹112 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.43% | −6.03% | +0.60% |
| 3 months | −2.29% | −4.91% | +2.62% |
| 6 months | +19.59% | +2.13% | +17.46% |
| 1 year | +4.36% | −7.09% | +11.45% |
| 2 years | +1.50% | −5.29% | +6.79% |
| 3 years | +12.69% | +6.06% | +6.63% |
| Since inception | +15.66% | +8.79% | +6.87% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.41%₹111 Cr
- Cash and other0.59%₹0.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.32 Cr
- Outflow, Sep 2026
- ₹0.55 Cr
- Net, Sep 2026
- −₹0.23 Cr
- Net, FY to date
- ₹11.05 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Large Midcap returned?
4.36% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.43%; 3 months: −2.29%; 6 months: 19.59%; 1 year: 4.36%; 2 years: 1.50%; 3 years: 12.69%; Since inception: 15.66%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 11.45 percentage points ahead.
How much does Large Midcap manage?
₹112 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Large Midcap?
Moneygrow Asset, a SEBI-registered portfolio manager (INP000007915), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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