Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
1.95%
7.38%
1 Year
9.19%
6.08%
3 Years
16.93%
8.22%
5 Years
11.74%
7.99%
Since Inception
12.55%
12.63%
Fund Age
7 yrs 3 mo
9 yrs 9 mo
AUM
₹17.39 Cr
₹145.75 Cr
Alpha – 1 Year
9.54%
1.36%
Alpha – 3 Years
7.93%
−3.87%
Information Ratio – 3 Years
0.83
-0.60
Volatility – 1 Year
16.46%
20.08%
Volatility – 3 Years
13.48%
16.27%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.74
1.00
Sharpe Ratio – 1 Year
0.29
0.13
Sharpe Ratio – 3 Years
0.84
0.24
Worst Rolling Year
3.01%
-1.76%
Value at Worst Rolling Year
₹1.03 Cr
₹0.98 Cr
Deepest Drawdown
−16.15%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.02%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 62% · M 20% · S 7%
Number of Stocks
53
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%