Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.03%
4.79%
6 Months
1.95%
13.10%
1 Year
9.19%
18.11%
3 Years
16.93%
14.56%
5 Years
11.74%
8.71%
Since Inception
12.55%
13.67%
Fund Age
7 yrs 3 mo
11 yrs 2 mo
AUM
₹17.39 Cr
₹138.06 Cr
Alpha – 1 Year
9.54%
18.46%
Alpha – 3 Years
7.93%
5.57%
Information Ratio – 3 Years
0.83
0.62
Volatility – 1 Year
16.46%
22.83%
Volatility – 3 Years
13.48%
16.72%
Beta – 1 Year
0.82
1.29
Beta – 3 Years
0.74
1.00
Sharpe Ratio – 1 Year
0.29
0.61
Sharpe Ratio – 3 Years
0.84
0.55
Worst Rolling Year
3.01%
-8.44%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−16.15%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.02%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 18% · S 26%
L 38% · M 14% · S 45%
Number of Stocks
53
18
Portfolio P/E
33.46
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%