Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Wright Factor Fund
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%
10.96%
6 Months
−0.02%
14.84%
1 Year
9.16%
16.93%
3 Years
15.25%
—
5 Years
10.25%
—
Since Inception
11.62%
20.33%
Fund Age
7 yrs 3 mo
3 yrs
AUM
₹55.42 Cr
₹214.05 Cr
Alpha – 1 Year
9.51%
12.21%
Alpha – 3 Years
6.25%
—
Information Ratio – 3 Years
0.85
0.51
Volatility – 1 Year
16.48%
22.29%
Volatility – 3 Years
14.29%
21.03%
Beta – 1 Year
0.90
0.97
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
0.29
0.57
Sharpe Ratio – 3 Years
0.70
0.72
Worst Rolling Year
4.67%
18.92%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−15.77%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.38%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 43% · M 13% · S 23%
L 12% · M 21% · S 55%
Number of Stocks
89
25
Portfolio P/E
32.47
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%