Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Tamohara - TRUFFLE
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%
8.72%
6 Months
1.95%
28.59%
1 Year
9.19%
28.02%
3 Years
16.93%
18.67%
5 Years
11.74%
17.18%
Since Inception
12.55%
20.03%
Fund Age
7 yrs 3 mo
5 yrs 4 mo
AUM
₹17.39 Cr
₹221.27 Cr
Alpha – 1 Year
9.54%
28.37%
Alpha – 3 Years
7.93%
9.68%
Information Ratio – 3 Years
0.83
0.87
Volatility – 1 Year
16.46%
22.32%
Volatility – 3 Years
13.48%
17.88%
Beta – 1 Year
0.82
1.03
Beta – 3 Years
0.74
0.95
Sharpe Ratio – 1 Year
0.29
0.99
Sharpe Ratio – 3 Years
0.84
0.81
Worst Rolling Year
3.01%
13.69%
Value at Worst Rolling Year
₹1.03 Cr
₹1.14 Cr
Deepest Drawdown
−16.15%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 19% · M 4% · S 74%
Number of Stocks
53
29
Portfolio P/E
33.46
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –