Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
−0.03%
6 Months
3.03%
1.95%
1 Year
3.99%
9.19%
3 Years
8.85%
16.93%
5 Years
8.35%
11.74%
Since Inception
10.50%
12.55%
Fund Age
8 yrs 2 mo
7 yrs 3 mo
AUM
₹274.26 Cr
₹17.39 Cr
Alpha – 1 Year
−0.73%
9.54%
Alpha – 3 Years
−3.23%
7.93%
Information Ratio – 3 Years
-0.72
0.83
Volatility – 1 Year
15.72%
16.46%
Volatility – 3 Years
15.15%
13.48%
Beta – 1 Year
0.89
0.82
Beta – 3 Years
0.94
0.74
Sharpe Ratio – 1 Year
-0.08
0.29
Sharpe Ratio – 3 Years
0.27
0.84
Worst Rolling Year
7.13%
3.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−20.31%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 27% · M 18% · S 26%
Number of Stocks
40
53
Portfolio P/E
30.14
33.46
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%