Expert-managed portfolios tailored to your financial goals.
The approach combines Flexicap and Small/Midcap strategies to capture growth across market segments. It focuses on fundamentally strong companies with quality management, sustainable growth potential, and attractive valuations, maintaining a long-term per
Manish Gupta is the Founder and Managing Director of MoneyGrow Asset Private Limited, a SEBI-registered investment firm ... Manish Gupta is the Founder and Managing Director of MoneyGrow Asset Private Limited, a SEBI-registered investment firm specializing in listed Indian equities with a long-term fundamental approach. He oversees both the firm’s Portfolio Management Services (PMS) and its Category III Alternate Investment Fund (AIF) – MoneyGrow Alpha Fund 1 – offering multi-cap investment strategies across large, mid, and small-cap segments.\r\n\r\nPrior to founding MoneyGrow, Manish was part of the senior leadership team at CLSA’s Institutional Equities division in Mumbai and New York for nearly two decades, advising leading domestic and foreign institutional investors, sovereign wealth funds, insurance companies, mutual funds, private equity, and hedge funds on Indian equity investments. He is an alumnus of IIT Delhi (M.Tech, 1999), IIM Ahmedabad (MBA, 2001), and a CFA charterholder (2004). Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.07% | -0.51% | 0.58% |
| 3 Months | -7.07% | -3.8% | -3.27% |
| 6 Months | -4.73% | 3.36% | -8.09% |
| 1 Year | 8.07% | 15.07% | -7% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -12.57% | 3.21% | -15.78% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.96% | 0.07% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.08% | 0.58% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.73% | -10.85% | 2.49% | 6.66% | 8.93% | 5.41% | -2.96% | -6.85% | 2.91% | 2.13% | -2.47% | -4.3% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.62% | 1.92% | -0.28% |
| Alpha | -3.3% | -3.11% | -4.83% | 3.48% | 5.39% | 1.73% | -0.25% | -5.1% | 1.67% | -2.49% | -4.39% | -4.02% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | 0% | -1.56% | -5.89% | -2.31% | -2.35% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | 0% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | 0% | -3.65% | 0.56% | -2.37% | -0.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.3 | 5.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 5.7 | 5.1 | 5.1 | 5.5 | 6 | 6.9 | 6.5 | 7.1 | 7.5 | 7.2 | 6.5 | 5.9 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | 1 | 1.5 | 2.5 | 4.1 | 5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
