Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
0.67%
6 Months
22.77%
1.38%
1 Year
24.21%
7.78%
3 Years
13.20%
12.37%
5 Years
12.56%
10.07%
Since Inception
18.69%
13.18%
Fund Age
7 yrs 4 mo
6 yrs 8 mo
AUM
₹114.64 Cr
₹1.13 Cr
Alpha – 1 Year
19.49%
8.13%
Alpha – 3 Years
1.43%
3.37%
Information Ratio – 3 Years
0.12
0.42
Volatility – 1 Year
24.82%
17.12%
Volatility – 3 Years
21.64%
14.65%
Beta – 1 Year
1.34
0.93
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
0.78
0.21
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
10.43%
10.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−24.42%
−15.65%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 34% · M 14% · S 34%
Number of Stocks
32
43
Portfolio P/E
37.13
30.39
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%