MONEYGROW LARGE MIDCAP
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.58%
- 3M
- +1.84%
- 6M
- -4.05%
- 9M
- —
- 1Y
- +3.88%
- 2Y
- +10.23%
- 3Y
- +15.62%
- 4Y
- —
- 5Y
- —
- Since Inception
- +16.96%
- Strategy AUM
- ₹102 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.58% | −1.72% | +6.30% |
| 3 Months | +1.84% | −6.30% | +8.14% |
| 6 Months | −4.05% | −9.87% | +5.82% |
| 1 Year | +3.88% | −3.84% | +7.72% |
| 2 Years | +10.23% | +3.35% | +6.88% |
| 3 Years | +15.62% | +9.53% | +6.09% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +16.96% | +10.95% | +6.01% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.58% | −1.72% | +6.30% |
| Apr-2026 | +12.82% | +7.49% | +5.33% |
| Mar-2026 | −13.68% | −11.30% | −2.38% |
| Feb-2026 | −2.36% | −0.51% | −1.85% |
| Jan-2026 | −2.69% | −3.04% | +0.35% |
| Dec-2025 | −0.83% | −0.28% | −0.55% |
| Nov-2025 | +1.63% | +1.92% | −0.29% |
| Oct-2025 | +5.58% | +4.62% | +0.96% |
| Sep-2025 | +1.05% | +1.24% | −0.19% |
| Aug-2025 | −2.26% | −1.75% | −0.51% |
| Jul-2025 | −3.06% | −2.71% | −0.35% |
| Jun-2025 | +5.40% | +3.68% | +1.72% |
| May-2025 | +3.86% | +3.54% | +0.32% |
Strategy Details
APMI fact sheet
- Inception
- 11 Apr 2023
- Age
- 3.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.59×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Capital Appreciation
Fund Managers
1 manager
Name
MANISH GUPTA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Moneygrow Asset Private Limited
- Strategy
- MONEYGROW LARGE MIDCAP
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.