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MONEYGROW LARGE MIDCAP

Moneygrow Asset Private Limited

97.64 CR AUM

MONEYGROW LARGE MIDCAP

MONEYGROW LARGE MIDCAP

Moneygrow Asset Private Limited

97.64 CR AUM

Nifty 50 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

manish gupta

Fund Manager
EQUITYStrategies

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.

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.

Purpose

MoneyGrow Large Midcap strategy aims to generate long term wealth through investments in fundamentally strong businesses selected using a structured research framework combining top down and bottom up analysis. The investment philosophy focuses on identifying companies with strong promoters, scalable products or services, improving profitability and reasonable valuation based on a four pillar framework comprising promoter quality, product strength, profitability trajectory and price discipline. The strategy seeks businesses with healthy margins, strong cash flows, robust balance sheets and high earnings growth potential while maintaining focus on good corporate governance and management integrity. Stock selection evaluates long term growth opportunity, competitive landscape and sustainability of profit pools within the industry while avoiding extremely richly valued stocks where investor frenzy is high. Portfolio construction follows a buy and hold approach with minimum churn and aims to build a diversified portfolio across sectors to reduce concentration risk while capturing opportunities across market cycles. Allocation typically includes a mix of large cap companies for stability and mid cap businesses for growth potential while maintaining flexibility to capture emerging opportunities. Sector agnostic and combination of large cap and mid cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
12.82%
1M benchmark return
7.49%
Alpha
5.33%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
12.82%
1M benchmark return
7.49%
Alpha
5.33%
1M Wealth multiple
1.13x

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