Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
0.67%
6 Months
26.95%
1.38%
1 Year
13.12%
7.78%
3 Years
17.80%
12.37%
5 Years
15.04%
10.07%
Since Inception
22.70%
13.18%
Fund Age
8 yrs
6 yrs 8 mo
AUM
₹357.26 Cr
₹1.13 Cr
Alpha – 1 Year
10.14%
8.13%
Alpha – 3 Years
5.90%
3.37%
Information Ratio – 3 Years
0.31
0.42
Volatility – 1 Year
32.38%
17.12%
Volatility – 3 Years
25.45%
14.65%
Beta – 1 Year
1.68
0.93
Beta – 3 Years
1.37
0.90
Sharpe Ratio – 1 Year
0.36
0.21
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
11.19%
10.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−26.50%
−15.65%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 34% · M 14% · S 34%
Number of Stocks
42
43
Portfolio P/E
42.01
30.39
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%