Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Renaissance - Opportunities Portfolio
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
−0.03%
−0.04%
6 Months
1.95%
0.28%
1 Year
9.19%
2.14%
3 Years
16.93%
10.02%
5 Years
11.74%
13.15%
Since Inception
12.55%
11.46%
Fund Age
7 yrs 3 mo
8 yrs 7 mo
AUM
₹17.39 Cr
₹585.94 Cr
Alpha – 1 Year
9.54%
2.49%
Alpha – 3 Years
7.93%
1.02%
Information Ratio – 3 Years
0.83
0.18
Volatility – 1 Year
16.46%
16.38%
Volatility – 3 Years
13.48%
14.42%
Beta – 1 Year
0.82
1.00
Beta – 3 Years
0.74
0.96
Sharpe Ratio – 1 Year
0.29
-0.13
Sharpe Ratio – 3 Years
0.84
0.38
Worst Rolling Year
3.01%
3.37%
Value at Worst Rolling Year
₹1.03 Cr
₹1.03 Cr
Deepest Drawdown
−16.15%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 65% · M 26% · S 8%
Number of Stocks
53
31
Portfolio P/E
33.46
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%