Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Right Horizons - Alliance
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%
1.80%
6 Months
1.95%
2.80%
1 Year
9.19%
4.89%
3 Years
16.93%
12.23%
5 Years
11.74%
10.64%
Since Inception
12.55%
8.93%
Fund Age
7 yrs 3 mo
12 yrs
AUM
₹17.39 Cr
₹134.76 Cr
Alpha – 1 Year
9.54%
−1.08%
Alpha – 3 Years
7.93%
1.34%
Information Ratio – 3 Years
0.83
0.07
Volatility – 1 Year
16.46%
10.79%
Volatility – 3 Years
13.48%
9.62%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.74
1.10
Sharpe Ratio – 1 Year
0.29
-0.01
Sharpe Ratio – 3 Years
0.84
0.69
Worst Rolling Year
3.01%
0.05%
Value at Worst Rolling Year
₹1.03 Cr
₹1.00 Cr
Deepest Drawdown
−16.15%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
16.02%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 50% · M 11% · S 8%
Number of Stocks
53
33
Portfolio P/E
33.46
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –