Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
1.95%
14.24%
1 Year
9.19%
9.21%
3 Years
16.93%
8.31%
5 Years
11.74%
7.74%
Since Inception
12.55%
11.80%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹17.39 Cr
₹251.07 Cr
Alpha – 1 Year
9.54%
4.51%
Alpha – 3 Years
7.93%
−2.91%
Information Ratio – 3 Years
0.83
-0.50
Volatility – 1 Year
16.46%
21.09%
Volatility – 3 Years
13.48%
15.86%
Beta – 1 Year
0.82
1.13
Beta – 3 Years
0.74
0.93
Sharpe Ratio – 1 Year
0.29
0.27
Sharpe Ratio – 3 Years
0.84
0.26
Worst Rolling Year
3.01%
-3.45%
Value at Worst Rolling Year
₹1.03 Cr
₹0.97 Cr
Deepest Drawdown
−16.15%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
16.02%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 30% · M 32% · S 34%
Number of Stocks
53
28
Portfolio P/E
33.46
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%