- Manager
- Moneygrow Asset
- Service
- Discretionary
- Asset class
- Equity
Small Midcap
+8.22%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Moneygrow Asset’s Small Midcap returned 8.22% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹163 crore across its clients.
Key numbers
- AUM
- ₹163 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.90×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.31% | −6.03% | +1.72% |
| 3 months | −1.81% | −4.91% | +3.10% |
| 6 months | +72.08% | +2.13% | +69.95% |
| 1 year | +8.22% | −7.09% | +15.31% |
| 2 years | −0.86% | −5.29% | +4.43% |
| Since inception | +17.62% | +3.97% | +13.65% |
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 equity95.22%₹155 Cr
- Mutual funds4.22%₹6.88 Cr
- Cash and other0.57%₹0.93 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.19 Cr
- Outflow, Sep 2026
- ₹3.83 Cr
- Net, Sep 2026
- ₹1.35 Cr
- Net, FY to date
- ₹19.38 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 0.90×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Small Midcap returned?
8.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.31%; 3 months: −1.81%; 6 months: 72.08%; 1 year: 8.22%; 2 years: −0.86%; Since inception: 17.62%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 15.31 percentage points ahead.
How much does Small Midcap manage?
₹163 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 Small 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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