Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−0.02%
11.49%
1 Year
9.16%
3.89%
3 Years
15.25%
8.19%
5 Years
10.25%
11.02%
Since Inception
11.62%
10.97%
Fund Age
7 yrs 3 mo
13 yrs 8 mo
AUM
₹55.42 Cr
₹360.51 Cr
Alpha – 1 Year
9.51%
0.91%
Alpha – 3 Years
6.25%
−3.69%
Information Ratio – 3 Years
0.85
-0.18
Volatility – 1 Year
16.48%
23.04%
Volatility – 3 Years
14.29%
19.34%
Beta – 1 Year
0.90
1.26
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
0.29
0.04
Sharpe Ratio – 3 Years
0.70
0.30
Worst Rolling Year
4.67%
-8.10%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−15.77%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
13.38%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 13% · S 23%
L 38% · M 28% · S 33%
Number of Stocks
89
29
Portfolio P/E
32.47
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%