Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
0.67%
6 Months
18.13%
1.38%
1 Year
13.15%
7.78%
3 Years
14.12%
12.37%
5 Years
11.96%
10.07%
Since Inception
13.25%
13.18%
Fund Age
5 yrs 1 mo
6 yrs 8 mo
AUM
₹77.09 Cr
₹1.13 Cr
Alpha – 1 Year
10.17%
8.13%
Alpha – 3 Years
2.24%
3.37%
Information Ratio – 3 Years
0.36
0.42
Volatility – 1 Year
23.76%
17.12%
Volatility – 3 Years
19.81%
14.65%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.14
0.90
Sharpe Ratio – 1 Year
0.40
0.21
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
8.04%
10.01%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−27.15%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 28% · M 28% · S 44%
L 34% · M 14% · S 34%
Number of Stocks
20
43
Portfolio P/E
52.66
30.39
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
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 · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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% / 0% / 0%
2% / 1% / 0%