Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Piper Serica Advisors - Leader 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%
3.10%
6 Months
1.95%
24.70%
1 Year
9.19%
21.80%
3 Years
16.93%
16.46%
5 Years
11.74%
12.29%
Since Inception
12.55%
17.31%
Fund Age
7 yrs 3 mo
7 yrs 2 mo
AUM
₹17.39 Cr
₹328.39 Cr
Alpha – 1 Year
9.54%
22.15%
Alpha – 3 Years
7.93%
7.46%
Information Ratio – 3 Years
0.83
1.55
Volatility – 1 Year
16.46%
22.56%
Volatility – 3 Years
13.48%
18.01%
Beta – 1 Year
0.82
1.10
Beta – 3 Years
0.74
0.98
Sharpe Ratio – 1 Year
0.29
0.85
Sharpe Ratio – 3 Years
0.84
1.07
Worst Rolling Year
3.01%
7.49%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−16.15%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
—
Number of Stocks
53
16
Portfolio P/E
33.46
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 1%