Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
1.95%
24.02%
1 Year
9.19%
36.06%
3 Years
16.93%
24.43%
5 Years
11.74%
16.10%
Since Inception
12.55%
15.98%
Fund Age
7 yrs 3 mo
14 yrs 10 mo
AUM
₹17.39 Cr
₹214.08 Cr
Alpha – 1 Year
9.54%
31.34%
Alpha – 3 Years
7.93%
12.34%
Information Ratio – 3 Years
0.83
1.07
Volatility – 1 Year
16.46%
26.85%
Volatility – 3 Years
13.48%
19.70%
Beta – 1 Year
0.82
1.34
Beta – 3 Years
0.74
1.03
Sharpe Ratio – 1 Year
0.29
1.08
Sharpe Ratio – 3 Years
0.84
0.96
Worst Rolling Year
3.01%
-9.81%
Value at Worst Rolling Year
₹1.03 Cr
₹0.90 Cr
Deepest Drawdown
−16.15%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
16.02%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 40% · M 33% · S 24%
Number of Stocks
53
31
Portfolio P/E
33.46
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%