Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.03%
7.03%
6 Months
1.95%
31.10%
1 Year
9.19%
52.47%
3 Years
16.93%
17.74%
5 Years
11.74%
16.38%
Since Inception
12.55%
15.58%
Fund Age
7 yrs 3 mo
16 yrs 9 mo
AUM
₹17.39 Cr
₹132.42 Cr
Alpha – 1 Year
9.54%
47.75%
Alpha – 3 Years
7.93%
5.65%
Information Ratio – 3 Years
0.83
0.46
Volatility – 1 Year
16.46%
26.74%
Volatility – 3 Years
13.48%
21.32%
Beta – 1 Year
0.82
1.30
Beta – 3 Years
0.74
0.97
Sharpe Ratio – 1 Year
0.29
1.52
Sharpe Ratio – 3 Years
0.84
0.68
Worst Rolling Year
3.01%
-15.93%
Value at Worst Rolling Year
₹1.03 Cr
₹0.84 Cr
Deepest Drawdown
−16.15%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
16.02%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 27% · M 18% · S 26%
M 9% · S 83%
Number of Stocks
53
26
Portfolio P/E
33.46
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%