Affluense AI AFFLUENSE

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

Our investment strategy integrates a dual approach, combining macro-economic analysis with in-depth company-specific research. Stock selection will be determined by a comprehensive evaluation of key parameters including fundamental strength, valuation metrics, and growth potential.

Investment Objective

The investment strategy focuses on identifying and acquiring stakes in companies with robust fundamentals and significant growth potential, irrespective of their market capitalization, with the objective of fostering long-term wealth creation.

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

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.

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
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%

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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)