Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.03%
7.48%
6 Months
1.95%
9.42%
1 Year
9.19%
28.25%
3 Years
16.93%
18.47%
5 Years
11.74%
21.31%
Since Inception
12.55%
21.69%
Fund Age
7 yrs 3 mo
5 yrs
AUM
₹17.39 Cr
₹79.02 Cr
Alpha – 1 Year
9.54%
23.53%
Alpha – 3 Years
7.93%
6.38%
Information Ratio – 3 Years
0.83
0.27
Volatility – 1 Year
16.46%
18.12%
Volatility – 3 Years
13.48%
27.25%
Beta – 1 Year
0.82
0.87
Beta – 3 Years
0.74
0.86
Sharpe Ratio – 1 Year
0.29
1.18
Sharpe Ratio – 3 Years
0.84
0.56
Worst Rolling Year
3.01%
15.67%
Value at Worst Rolling Year
₹1.03 Cr
₹1.16 Cr
Deepest Drawdown
−16.15%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 10% · M 9% · S 69%
Number of Stocks
53
34
Portfolio P/E
33.46
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%