Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
3.40%
6 Months
−0.02%
21.77%
1 Year
9.16%
16.05%
3 Years
15.25%
23.24%
5 Years
10.25%
—
Since Inception
11.62%
24.82%
Fund Age
7 yrs 3 mo
3 yrs 1 mo
AUM
₹55.42 Cr
₹415.03 Cr
Alpha – 1 Year
9.51%
11.33%
Alpha – 3 Years
6.25%
11.15%
Information Ratio – 3 Years
0.85
0.72
Volatility – 1 Year
16.48%
25.50%
Volatility – 3 Years
14.29%
24.35%
Beta – 1 Year
0.90
1.34
Beta – 3 Years
0.91
1.27
Sharpe Ratio – 1 Year
0.29
0.50
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
4.67%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−15.77%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.38%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 13% · S 23%
M 2% · S 95%
Number of Stocks
89
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –