Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
−0.02%
8.08%
1 Year
9.16%
10.16%
3 Years
15.25%
15.60%
5 Years
10.25%
—
Since Inception
11.62%
19.84%
Fund Age
7 yrs 3 mo
6 yrs 11 mo
AUM
₹55.42 Cr
₹3.18 Cr
Alpha – 1 Year
9.51%
7.18%
Alpha – 3 Years
6.25%
3.72%
Information Ratio – 3 Years
0.85
0.60
Volatility – 1 Year
16.48%
19.93%
Volatility – 3 Years
14.29%
18.09%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
0.29
0.31
Sharpe Ratio – 3 Years
0.70
0.60
Worst Rolling Year
4.67%
14.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−15.77%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.38%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 13% · S 23%
L 31% · M 55% · S 12%
Number of Stocks
89
29
Portfolio P/E
32.47
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –