Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Solidarity Advisors - Prudence
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
0.31%
8.45%
6 Months
−0.02%
29.49%
1 Year
9.16%
37.09%
3 Years
15.25%
18.49%
5 Years
10.25%
12.39%
Since Inception
11.62%
18.64%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹55.42 Cr
₹1,760.35 Cr
Alpha – 1 Year
9.51%
32.37%
Alpha – 3 Years
6.25%
6.40%
Information Ratio – 3 Years
0.85
0.52
Volatility – 1 Year
16.48%
25.02%
Volatility – 3 Years
14.29%
18.27%
Beta – 1 Year
0.90
1.22
Beta – 3 Years
0.91
0.89
Sharpe Ratio – 1 Year
0.29
1.18
Sharpe Ratio – 3 Years
0.70
0.74
Worst Rolling Year
4.67%
-0.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−15.77%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
13.38%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 13% · S 23%
L 11% · S 71%
Number of Stocks
89
13
Portfolio P/E
32.47
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%