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MONEYGROW SMALL MIDCAP

Moneygrow Asset Private Limited

83.73 CR AUM

MONEYGROW SMALL MIDCAP

MONEYGROW SMALL MIDCAP

Moneygrow Asset Private Limited

83.73 CR AUM

Nifty 50 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

viraj mahadevia

Fund Manager
EQUITYStrategies

Viraj has over 20 years of experience in finance, with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000).

Viraj has over 20 years of experience in finance, with 10 years in Private Equity in India as part of Actis (AUM of over US$ 7.5 Bn across various funds), one of the largest emerging market PE funds. He has over 5 years experience in previous assignments including M&A and capital raising for Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices. He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000).

Purpose

MoneyGrow Small Midcap strategy focuses on identifying scalable companies with strong structural growth potential and competitive advantages through detailed bottom up research and industry analysis. The investment framework evaluates four key pillars including industry potential, business quality, governance standards and valuation discipline. The strategy prefers companies operating in industries with large growth opportunity, pricing power and favourable competitive landscape while avoiding sectors exposed to heavy regulation, intense competition or short growth cycles. Stock selection emphasises businesses with strong competitive advantages, high return on capital employed, strong cash flow generation and moderate to low debt levels while avoiding companies with weak cash flows. Governance analysis focuses on managements with clear strategy, transparent practices and prudent capital allocation aligned with minority shareholder interest. The portfolio construction aims to capture emerging opportunities including sunrise sectors such as green energy, recycling and companies benefiting from supply chain diversification and infrastructure expansion. The strategy attempts to identify businesses at relatively early stages of their growth cycle and hold them through the earnings compounding phase where EPS growth and valuation rerating can generate significant wealth creation. Portfolio allocation is highly concentrated in smaller companies with the majority invested in small cap businesses with selective exposure to mid cap opportunities. Sector agnostic and combination of small cap and mid cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-22.08%
1M benchmark return
-11.30%
Alpha
-10.78%
1M Wealth multiple
0.78x

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
-22.08%
1M benchmark return
-11.30%
Alpha
-10.78%
1M Wealth multiple
0.78x

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