Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
0.67%
6 Months
10.60%
1.38%
1 Year
2.51%
7.78%
3 Years
7.68%
12.37%
5 Years
9.38%
10.07%
Since Inception
10.51%
13.18%
Fund Age
9 yrs 6 mo
6 yrs 8 mo
AUM
₹804.15 Cr
₹1.13 Cr
Alpha – 1 Year
2.94%
8.13%
Alpha – 3 Years
−0.89%
3.37%
Information Ratio – 3 Years
-0.08
0.42
Volatility – 1 Year
21.76%
17.12%
Volatility – 3 Years
17.30%
14.65%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.08
0.90
Sharpe Ratio – 1 Year
-0.04
0.21
Sharpe Ratio – 3 Years
0.20
0.51
Worst Rolling Year
-3.22%
10.01%
Value at Worst Rolling Year
₹0.97 Cr
₹1.10 Cr
Deepest Drawdown
−26.72%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 34% · M 14% · S 34%
Number of Stocks
42
43
Portfolio P/E
35.23
30.39
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
2% / 1% / 0%