Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
MRG Capital - Wealth Protector
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
−0.35%
0.67%
6 Months
5.61%
1.38%
1 Year
10.19%
7.78%
3 Years
9.70%
12.37%
5 Years
7.80%
10.07%
Since Inception
13.10%
13.18%
Fund Age
14 yrs 11 mo
6 yrs 8 mo
AUM
₹88.88 Cr
₹1.13 Cr
Alpha – 1 Year
10.54%
8.13%
Alpha – 3 Years
0.70%
3.37%
Information Ratio – 3 Years
0.00
0.42
Volatility – 1 Year
15.04%
17.12%
Volatility – 3 Years
14.30%
14.65%
Beta – 1 Year
0.87
0.93
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
0.37
0.21
Sharpe Ratio – 3 Years
0.35
0.51
Worst Rolling Year
4.17%
10.01%
Value at Worst Rolling Year
₹1.04 Cr
₹1.10 Cr
Deepest Drawdown
−20.16%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 34% · M 14% · S 34%
Number of Stocks
37
43
Portfolio P/E
—
30.39
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%