MoneyGrow Asset-Large Midcap
EQUITY FLEXI CAP
Aims to generate long-term wealth by investing in fundamentally strong, growth-oriented companies.
+15.01%
3Y annualised returns
+8.81%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
11 Apr '23
Total AUM
₹85.18Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
MGManish GuptaFund ManagerView details
MG
Manish Gupta
Fund Manager
View details
About
"Manish has over 23 years of experience in Indian equity markets. • He was part of the senior leadership team at CLSA’s Institutional Equities business in Mumbai and New York. During his 17-years at CLSA, he has advised leading FIIs, insurance companies, mutual funds, private equity funds and sovereign wealth funds on their Indian equity investments. He was involved in numerous IPOs, QIPs, equity placements, block trades during his tenure. • He holds a 5-year Integrated M. Tech. from IIT Delhi (1999), MBA from IIM Ahmedabad (2001) and CFA charter holder from CFA Institute, USA."
Experience
Over 23 years of experience in Indian equity markets.
Investment philosophy
Specializing in Indian equity markets and institutional investment advisory.
Previously worked at
- CLSA
Awards
- Served on CLSA's senior leadership team for 17 years, advising top institutional clients. Involved in numerous IPOs, equity placements, and block trades. Holds degrees from IIT Delhi and IIM Ahmedabad, and is a CFA charter holder.
PMS house
MoneyGrow Asset Private Ltd.
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