Should I invest in Morgan Stanley Growth Fund?

We don't give personal investment advice. Morgan Stanley Growth Fund-Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 34.4%. 5-year CAGR: 11.28%.

Morgan Stanley

Morgan Stanley Growth Fund-Growth

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.36%	+0.06%	-0.42	227 / 299	Q4
1W	+0.27%	-3.61%	+3.88	116 / 303	Q2
2W	-0.49%	-4.52%	+4.03	156 / 303	Q3
1M	+4.34%	-5.64%	+9.98	64 / 302	Q1
3M	+11.16%	-4.27%	+15.43	29 / 302	Q1
6M	+16.22%	+1.48%	+14.74	57 / 307	Q1
YTD	+15.92%	-0.18%	+16.10	67 / 309	Q1
1Y	+27.65%	+7.10%	+20.54	62 / 307	Q1
2Y	+22.15%	+2.20%	+19.95	47 / 303	Q1
3Y	+10.35%	+0.76%	+9.59	90 / 264	Q2
4Y	+7.64%	+0.58%	+7.06	94 / 235	Q2
5Y	+11.28%	+0.02%	+11.26	45 / 208	Q1
7Y	+5.86%	+3.12%	+2.74	86 / 130	Q3
10Y	—	—	—	—	—
Inception	+9.61%	+0.51%	+9.09	67 / 310	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2014 YTD	+15.92%	+34.59%	-18.67	117 / 133
2013	+3.74%	+0.03%	+3.71	57 / 154
2012	+35.59%	+23.57%	+12.02	34 / 190
2011	-29.16%	-23.68%	-5.48	203 / 241
2010	+20.63%	+11.69%	+8.95	48 / 256
2009	+78.04%	+65.86%	+12.18	74 / 238
2008	-56.82%	-52.86%	-3.96	101 / 198
2007	+44.50%	+42.91%	+1.58	69 / 137
2006	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.43%

86 windows

min -57.0% · max 107.2%

69% positive

3-Year rolling

+5.94%

62 windows

min -3.7% · max 27.7%

90% positive

5-Year rolling

+5.83%

37 windows

min -2.1% · max 19.1%

86% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+5.26%

13 windows

min 3.7% · max 7.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.07%

3-year · annualised

Sharpe ratio

0.29

vs risk-free 6.5%

Sortino ratio

0.40

Downside-only deviation

Max drawdown

-22.34%

Jul 2011 → Dec 2011

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
26 Jun 2014	₹80.6060
25 Jun 2014	₹80.8940
24 Jun 2014	₹80.9500
23 Jun 2014	₹80.2640
20 Jun 2014	₹80.2680
19 Jun 2014	₹80.3920
18 Jun 2014	₹80.5850
17 Jun 2014	₹81.0410
16 Jun 2014	₹80.0640
13 Jun 2014	₹79.7490

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Morgan Stanley Growth Fund-Growth is a Growth from Morgan Stanley (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Morgan Stanley Growth Fund-Growth has NAV history starting from 19 Jun 2006, a track record of about 19 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Morgan Stanley Growth Fund-Growth is managed by Morgan Stanley. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Morgan Stanley Growth Fund-Growth has delivered a absolute return of 27.65% — +20.54 pp ahead of the Growth category average of 7.10%. The fund ranks #62 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Morgan Stanley Growth Fund-Growth has delivered a CAGR of 10.35% — +9.59 pp ahead of the Growth category average of 0.76%. The fund ranks #90 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Morgan Stanley Growth Fund-Growth has delivered a CAGR of 11.28% — +11.26 pp ahead of the Growth category average of 0.02%. The fund ranks #45 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Morgan Stanley Growth Fund-Growth exactly 5 years ago would be worth approximately ₹170,606 today — a multiplier of 1.71×, based on the 5-year CAGR of 11.28%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Morgan Stanley Growth Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹809,770 today. That's an XIRR (money-weighted annualised return) of 11.93%.

Morgan Stanley Growth Fund-Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,246,988 — XIRR 11.09%.

On a 5-year basis, Morgan Stanley Growth Fund-Growth ranks #45 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 11.28%.

The worst peak-to-trough decline Morgan Stanley Growth Fund-Growth has experienced over the last 5-year window is 34.38% — its NAV fell from a high on 09 Nov 2010 to a low on 20 Dec 2011. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Morgan Stanley Growth Fund-Growth averaged 5.83% (best 19.13%, worst -2.10%). 86% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2013, Morgan Stanley Growth Fund-Growth returned 3.74% — beating the Growth category average of 0.03% by 3.71 pp. It ranked #57 of 154 in its category that year.

Morgan Stanley Growth Fund-Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Morgan Stanley Growth Fund-Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 34.4%. 5-year CAGR: 11.28%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.