Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
1.95%
10.94%
1 Year
9.19%
1.03%
3 Years
16.93%
11.45%
5 Years
11.74%
15.19%
Since Inception
12.55%
27.03%
Fund Age
7 yrs 3 mo
5 yrs 11 mo
AUM
₹17.39 Cr
₹298.71 Cr
Alpha – 1 Year
9.54%
−3.69%
Alpha – 3 Years
7.93%
−0.64%
Information Ratio – 3 Years
0.83
-0.04
Volatility – 1 Year
16.46%
27.68%
Volatility – 3 Years
13.48%
23.40%
Beta – 1 Year
0.82
1.45
Beta – 3 Years
0.74
1.22
Sharpe Ratio – 1 Year
0.29
-0.03
Sharpe Ratio – 3 Years
0.84
0.35
Worst Rolling Year
3.01%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−16.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 18% · S 26%
L 2% · M 2% · S 86%
Number of Stocks
53
36
Portfolio P/E
33.46
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%