Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.03%
11.42%
6 Months
1.95%
35.03%
1 Year
9.19%
37.21%
3 Years
16.93%
27.05%
5 Years
11.74%
21.76%
Since Inception
12.55%
19.33%
Fund Age
7 yrs 3 mo
6 yrs 10 mo
AUM
₹17.39 Cr
₹2,975 Cr
Alpha – 1 Year
9.54%
23.77%
Alpha – 3 Years
7.93%
6.78%
Information Ratio – 3 Years
0.83
5.24
Volatility – 1 Year
16.46%
18.59%
Volatility – 3 Years
13.48%
19.39%
Beta – 1 Year
0.82
1.23
Beta – 3 Years
0.74
1.12
Sharpe Ratio – 1 Year
0.29
1.44
Sharpe Ratio – 3 Years
0.84
0.98
Worst Rolling Year
3.01%
-6.18%
Value at Worst Rolling Year
₹1.03 Cr
₹0.94 Cr
Deepest Drawdown
−16.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
16.02%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
—
Number of Stocks
53
14
Portfolio P/E
33.46
25.70
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%
—
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%