Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Right Horizons - All Seasons
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%
1.32%
6 Months
1.95%
3.83%
1 Year
9.19%
9.77%
3 Years
16.93%
13.19%
5 Years
11.74%
12.01%
Since Inception
12.55%
14.38%
Fund Age
7 yrs 3 mo
6 yrs 8 mo
AUM
₹17.39 Cr
₹42.66 Cr
Alpha – 1 Year
9.54%
3.80%
Alpha – 3 Years
7.93%
2.30%
Information Ratio – 3 Years
0.83
0.23
Volatility – 1 Year
16.46%
15.84%
Volatility – 3 Years
13.48%
12.64%
Beta – 1 Year
0.82
1.56
Beta – 3 Years
0.74
1.48
Sharpe Ratio – 1 Year
0.29
0.32
Sharpe Ratio – 3 Years
0.84
0.70
Worst Rolling Year
3.01%
9.09%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−16.15%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%