Blend

Money Grow Asset Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
11 August 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment approach integrates a dual strategy, combining top-down thematic analysis with bottom-up fundamental stock selection. Security selection is determined by a comprehensive evaluation of key metrics including financial health, market valuation, growth prospects, and other relevant criteria.

Investment Objective

The investment strategy focuses on identifying companies with significant growth prospects. This approach is designed to foster balanced and sustained long-term wealth accumulation through diversified portfolios.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.30% -0.28% -4.02%
3 MONTHS -4.67% 6.33% -11.00%
6 MONTHS -11.33% 2.92% -14.25%
1 YEAR -7.47% 11.88% -19.35%
SINCE INCEPTION -12.09% 6.31% -18.40%

Calendar Year Performance

Year Return
CY 2025 -7.47%

Financial Year Performance

Year Return
FY 26_YTD 10.92%
FY 25_YTD 31.22%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Manish Gupta

Fund Manager

With over 23 years of dedicated experience in the Indian equity landscape, Manish brings a wealth of expertise. He previously served as a key member of the senior leadership at CLSA's Institutional Equities division, holding positions in both Mumbai and New York. Over a span of 17 years with CLSA, he provided strategic guidance to a distinguished clientele, including prominent Foreign Institutional Investors (FIIs), insurance entities, mutual funds, private equity firms, and sovereign wealth funds, concerning their investments in the Indian equity market. His involvement extended to a significant number of Initial Public Offerings (IPOs), Qualified Institutional Placements (QIPs), equity placements, and block trades throughout his tenure. Manish holds a 5-year Integrated M. Tech. from IIT Delhi (1999), an MBA from IIM Ahmedabad (2001), and is a CFA charterholder from the CFA Institute, USA.

Viraj Mahadevia

Fund Manager & Partner

With a robust career spanning over two decades in the financial services sector, Viraj brings extensive expertise to our platform. He possesses a decade of direct experience in Indian Private Equity, having been associated with Actis, a prominent emerging markets fund with an Assets Under Management (AUM) exceeding US$ 7.5 billion across its various funds. Prior to this, Viraj accumulated over five years of professional experience in roles encompassing Mergers & Acquisitions (M&A) and capital raising within the Healthcare and Consumer sectors. These engagements were undertaken at leading global financial institutions, Goldman Sachs and Citigroup, based out of their London offices. Academically, Viraj holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad, obtained in 2004. He also holds a BSc in Electrical Engineering from the University of Michigan Ann Arbor, conferred in 2000.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 4 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: 10%

Profit Sharing: 20% Profit sharing above 10% hurdle

Exit Load

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)