Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.03%
5.72%
6 Months
1.95%
23.48%
1 Year
9.19%
38.68%
3 Years
16.93%
26.01%
5 Years
11.74%
16.58%
Since Inception
12.55%
18.98%
Fund Age
7 yrs 3 mo
16 yrs 6 mo
AUM
₹17.39 Cr
₹1,885.18 Cr
Alpha – 1 Year
9.54%
33.96%
Alpha – 3 Years
7.93%
13.92%
Information Ratio – 3 Years
0.83
1.27
Volatility – 1 Year
16.46%
28.06%
Volatility – 3 Years
13.48%
20.41%
Beta – 1 Year
0.82
1.39
Beta – 3 Years
0.74
1.06
Sharpe Ratio – 1 Year
0.29
1.12
Sharpe Ratio – 3 Years
0.84
1.06
Worst Rolling Year
3.01%
-4.06%
Value at Worst Rolling Year
₹1.03 Cr
₹0.96 Cr
Deepest Drawdown
−16.15%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.02%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 27% · M 18% · S 26%
L 40% · M 32% · S 24%
Number of Stocks
53
28
Portfolio P/E
33.46
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%