Watch
Often below a prior high
Roughly 53% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Large Midcap Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Moneygrow Asset Private Limited
Age: 20 months
Trailing return from filed months
- 1Y
- 4.37%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 8.34%
- Max DD
- -18.67%
- Calmar
- 0.45
- Track
- 20 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Total Return
20.85%
Annualised Return
8.34%
Hit Rate
60.00%
Maximum Drawdown
-18.67%
Annualised Volatility
19.17%
Sharpe Ratio
0.72
Sortino Ratio
0.41
Consistency Score
63.2%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 16.52%
- Worst Year Return P
- 3.71%
- Median Annual Return P
- 10.12%
- Average Monthly Return P
- 1.15%
- Geometric Mean Return P
- 1.00%
- Average Drawdown P
- -2.85%
- Median Drawdown P
- -0.46%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 7 mo
- Return / Max Drawdown P
- 0.45
- Return / Avg Drawdown P
- 4.46
- Ulcer Index P
- 5.44%
- Positive Rolling Periods % P
- 36.84%
- Return Stability Score P
- 18.07
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- -3.63%
- Best Rolling 12M Return P
- 16.79%
- Maximum Monthly Loss P
- -13.68%
- Worst 3-Month Period P
- -17.98%
- Worst 6-Month Period P
- -12.73%
- Return Smoothness Index P
- 12.26
- Pain Adjusted Return P
- 4.46%
- Worst Case Investor Entry P
- -3.63%
- Capital Preservation Score P
- 81.33%
- Aggressiveness Score P
- 5.53%
- Recovery Efficiency P
- 0.45
- Downside Volatility R
- 15.03%
- Upside Volatility R
- 10.93%
- Time in Drawdown % R
- 52.63%
- VaR 95% R
- -7.95%
- VaR 99% R
- -11.73%
- CVaR 95% R
- -13.68%
- CVaR 99% R
- -13.68%
- Semi Variance R
- 0.0019
- Volatility of Drawdowns R
- 4.60%
- CAGR per Unit Drawdown R
- 0.68
- Equity Curve Convexity R
- -0.01
- Return During Worst Market Year R
- 3.71%
- Return Skewness C
- -0.66
- Return Kurtosis C
- 2.28
- Coefficient of Variation C
- 4.82
- Calmar Ratio C
- 0.45
- Sterling Ratio C
- 0.68
- Burke Ratio C
- 0.40
Filings
Month-end SEBI filings. Missing months stay blank.
LARGE MIDCAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has LARGE MIDCAP performed?
- LARGE MIDCAP (Moneygrow Asset Private Limited) shows CAGR 8.34% and max drawdown -18.67% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is LARGE MIDCAP CAGR / max drawdown?
- CAGR is 8.34%; max drawdown is -18.67%. We only publish CAGR when there are enough months (≥12 on this track of 20 months). Learn more
- Where do LARGE MIDCAP returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite LARGE MIDCAP?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more