Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
0.67%
6 Months
32.15%
1.38%
1 Year
16.77%
7.78%
3 Years
19.00%
12.37%
5 Years
20.10%
10.07%
Since Inception
27.01%
13.18%
Fund Age
6 yrs 10 mo
6 yrs 8 mo
AUM
₹247.64 Cr
₹1.13 Cr
Alpha – 1 Year
13.79%
8.13%
Alpha – 3 Years
7.10%
3.37%
Information Ratio – 3 Years
0.30
0.42
Volatility – 1 Year
39.13%
17.12%
Volatility – 3 Years
29.47%
14.65%
Beta – 1 Year
1.87
0.93
Beta – 3 Years
1.36
0.90
Sharpe Ratio – 1 Year
0.42
0.21
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
15.03%
10.01%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−35.86%
−15.65%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 34% · M 14% · S 34%
Number of Stocks
42
43
Portfolio P/E
42.30
30.39
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%