Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.03%
6.38%
6 Months
1.95%
30.29%
1 Year
9.19%
21.45%
3 Years
16.93%
18.94%
5 Years
11.74%
—
Since Inception
12.55%
23.25%
Fund Age
7 yrs 3 mo
3 yrs 1 mo
AUM
₹17.39 Cr
₹185.04 Cr
Alpha – 1 Year
9.54%
16.73%
Alpha – 3 Years
7.93%
6.85%
Information Ratio – 3 Years
0.83
0.59
Volatility – 1 Year
16.46%
29.11%
Volatility – 3 Years
13.48%
25.42%
Beta – 1 Year
0.82
1.26
Beta – 3 Years
0.74
1.13
Sharpe Ratio – 1 Year
0.29
0.62
Sharpe Ratio – 3 Years
0.84
0.60
Worst Rolling Year
3.01%
18.95%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
−16.15%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 18% · S 26%
—
Number of Stocks
53
40
Portfolio P/E
33.46
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%