Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
0.67%
6 Months
10.53%
1.38%
1 Year
15.92%
7.78%
3 Years
22.93%
12.37%
5 Years
18.33%
10.07%
Since Inception
17.15%
13.18%
Fund Age
16 yrs 10 mo
6 yrs 8 mo
AUM
₹767.31 Cr
₹1.13 Cr
Alpha – 1 Year
11.20%
8.13%
Alpha – 3 Years
10.84%
3.37%
Information Ratio – 3 Years
1.21
0.42
Volatility – 1 Year
20.11%
17.12%
Volatility – 3 Years
18.00%
14.65%
Beta – 1 Year
1.06
0.93
Beta – 3 Years
1.03
0.90
Sharpe Ratio – 1 Year
0.57
0.21
Sharpe Ratio – 3 Years
0.95
0.51
Worst Rolling Year
-14.86%
10.01%
Value at Worst Rolling Year
₹0.85 Cr
₹1.10 Cr
Deepest Drawdown
−20.27%
−15.65%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
15.34%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 34% · M 14% · S 34%
Number of Stocks
41
43
Portfolio P/E
36.67
30.39
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%