MoneyGrow Asset-Small Midcap
EQUITY MID & SMALL CAP
Aims to achieve substantial long-term capital appreciation.
+6.00%
1Y annualised returns
-0.28%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
11 Dec '23
Total AUM
₹120.75Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.0%
Cash1.0%
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
VMViraj MahadeviaFund ManagerView details
VM
Viraj Mahadevia
Fund Manager
View details
About
"Viraj has over 20 years of experience in finance, with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. • He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. • He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000)."
Experience
Over 20 years of experience in the finance industry.
Investment philosophy
Private Equity, M&A, and capital raising for the Healthcare and Consumer sectors.
Previously worked at
- Actis
- Goldman Sachs
- Citigroup
Awards
- Spent 10 years in Private Equity in India with Actis, a large emerging market PE fund. Previously handled M&A and capital raising at Goldman Sachs and Citigroup in London. Holds an MBA from the Indian School of Business.
PMS house
MoneyGrow Asset Private Ltd.
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