Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
4.29%
6 Months
−0.02%
2.17%
1 Year
9.16%
7.07%
3 Years
15.25%
15.12%
5 Years
10.25%
—
Since Inception
11.62%
19.80%
Fund Age
7 yrs 3 mo
7 yrs 3 mo
AUM
₹55.42 Cr
₹7.19 Cr
Alpha – 1 Year
9.51%
7.50%
Alpha – 3 Years
6.25%
6.56%
Information Ratio – 3 Years
0.85
1.22
Volatility – 1 Year
16.48%
19.38%
Volatility – 3 Years
14.29%
16.31%
Beta – 1 Year
0.90
1.18
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
0.29
0.17
Sharpe Ratio – 3 Years
0.70
0.62
Worst Rolling Year
4.67%
14.31%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−15.77%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.38%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 13% · S 23%
L 73% · M 25%
Number of Stocks
89
100
Portfolio P/E
32.47
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –