What is the minimum investment for Large Midcap?

The minimum investment required for Large Midcap is ₹50,00,000.

What are the returns of Large Midcap since inception?

Large Midcap has generated 21.22% returns since inception on 11 April 2023.

What is the benchmark for Large Midcap?

Large Midcap uses Nifty 50 TRI as its benchmark index.

Large Midcap

Money Grow Asset Pvt Ltd

PMS Multi Cap & Flexi Cap

Benchmark

Nifty 50 TRI

Inception Date

11 April 2023

Min. Investment

₹50,00,000

AUM (Cr.)

₹89.23

SIP Available

Yes

STP Available

Yes

Investment Strategy

Investment Approach

Mix of top-down and bottom-up strategy and stocks will be selected basis various factors like fundamentals, valuations, growth, etc.

Investment Objective

Aim to invest in fundamentally strong growth-oriented companies based across the market caps for long term wealth generation

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period	Strategy	Benchmark	Outperformance
1 MONTH	-0.83%	-0.28%	-0.55%
3 MONTHS	6.41%	6.33%	0.08%
6 MONTHS	1.87%	2.92%	-1.05%
1 YEAR	14.06%	11.88%	2.18%
2 YEAR	16.11%	10.97%	5.14%
SINCE INCEPTION	21.22%	16.97%	4.25%

Calendar Year Performance

Year	Return
CY 2025	14.06%
CY 2024	18.22%

Financial Year Performance

Year	Return
FY 26_YTD	17.45%
FY 25	12.57%

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

Fund Managers

Manish Gupta

Principal Officer

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.

Portfolio Details

Portfolio Composition

Large Cap

Mid Cap

Small Cap

Cash & Equivalent

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

2 Yrs, 8 Months

sip

Available

stp

Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: 10%

Profit Sharing: 20% Performance above Hurdle 10%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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