Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
0.31%
6 Months
25.39%
−0.02%
1 Year
17.69%
9.16%
3 Years
21.57%
15.25%
5 Years
14.87%
10.25%
Since Inception
17.17%
11.62%
Fund Age
6 yrs 10 mo
7 yrs 3 mo
AUM
₹119.43 Cr
₹55.42 Cr
Alpha – 1 Year
18.04%
9.51%
Alpha – 3 Years
12.57%
6.25%
Information Ratio – 3 Years
0.68
0.85
Volatility – 1 Year
26.38%
16.48%
Volatility – 3 Years
21.61%
14.29%
Beta – 1 Year
0.88
0.90
Beta – 3 Years
0.85
0.91
Sharpe Ratio – 1 Year
0.54
0.29
Sharpe Ratio – 3 Years
0.77
0.70
Worst Rolling Year
—
4.67%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−15.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 43% · M 13% · S 23%
Number of Stocks
—
89
Portfolio P/E
—
32.47
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
—
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%