Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Maximizer vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Maximizer
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.03%
10.96%
6 Months
1.95%
14.84%
1 Year
9.19%
16.93%
3 Years
16.93%
—
5 Years
11.74%
—
Since Inception
12.55%
20.33%
Fund Age
7 yrs 3 mo
3 yrs
AUM
₹17.39 Cr
₹214.05 Cr
Alpha – 1 Year
9.54%
12.21%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
0.83
0.51
Volatility – 1 Year
16.46%
22.29%
Volatility – 3 Years
13.48%
21.03%
Beta – 1 Year
0.82
0.97
Beta – 3 Years
0.74
0.97
Sharpe Ratio – 1 Year
0.29
0.57
Sharpe Ratio – 3 Years
0.84
0.72
Worst Rolling Year
3.01%
18.92%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
−16.15%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.02%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 18% · S 26%
L 12% · M 21% · S 55%
Number of Stocks
53
25
Portfolio P/E
33.46
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%