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Money Grow Blend PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Money Grow Blend PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Money Grow Blend PMS Strategy or Investment Approach - PMS Details

Strategy Name

Blend

Start Date

11 August 2024

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Manish Gupta

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Money Grow Blend Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

0 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Money Grow Blend PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (Performance above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Money Grow Blend PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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