Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
1.47%
6 Months
−0.02%
5.42%
1 Year
9.16%
9.64%
3 Years
15.25%
10.36%
5 Years
10.25%
7.75%
Since Inception
11.62%
11.08%
Fund Age
7 yrs 3 mo
9 yrs 11 mo
AUM
₹55.42 Cr
₹66.05 Cr
Alpha – 1 Year
9.51%
9.99%
Alpha – 3 Years
6.25%
1.36%
Information Ratio – 3 Years
0.85
0.51
Volatility – 1 Year
16.48%
17.05%
Volatility – 3 Years
14.29%
14.23%
Beta – 1 Year
0.90
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.29
0.31
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
4.67%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−15.77%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
13.38%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 13% · S 23%
L 84% · M 12%
Number of Stocks
89
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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