Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Oro-alpha compounders
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
−0.03%
2.98%
6 Months
1.95%
−0.13%
1 Year
9.19%
−2.80%
3 Years
16.93%
13.20%
5 Years
11.74%
—
Since Inception
12.55%
13.51%
Fund Age
7 yrs 3 mo
3 yrs 8 mo
AUM
₹17.39 Cr
₹30.6 Cr
Alpha – 1 Year
9.54%
−5.78%
Alpha – 3 Years
7.93%
1.30%
Information Ratio – 3 Years
0.83
0.16
Volatility – 1 Year
16.46%
16.62%
Volatility – 3 Years
13.48%
16.99%
Beta – 1 Year
0.82
0.93
Beta – 3 Years
0.74
1.05
Sharpe Ratio – 1 Year
0.29
-0.42
Sharpe Ratio – 3 Years
0.84
0.50
Worst Rolling Year
3.01%
13.00%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−16.15%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 18% · S 26%
L 44% · M 26% · S 17%
Number of Stocks
53
24
Portfolio P/E
33.46
32.10
Top 5 Holdings
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%