Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
1.95%
8.08%
1 Year
9.19%
10.16%
3 Years
16.93%
15.60%
5 Years
11.74%
—
Since Inception
12.55%
19.84%
Fund Age
7 yrs 3 mo
6 yrs 11 mo
AUM
₹17.39 Cr
₹3.18 Cr
Alpha – 1 Year
9.54%
7.18%
Alpha – 3 Years
7.93%
3.72%
Information Ratio – 3 Years
0.83
0.60
Volatility – 1 Year
16.46%
19.93%
Volatility – 3 Years
13.48%
18.09%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.74
1.14
Sharpe Ratio – 1 Year
0.29
0.31
Sharpe Ratio – 3 Years
0.84
0.60
Worst Rolling Year
3.01%
14.68%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
−16.15%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 18% · S 26%
L 31% · M 55% · S 12%
Number of Stocks
53
29
Portfolio P/E
33.46
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –