Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
0.67%
6 Months
15.19%
1.38%
1 Year
3.21%
7.78%
3 Years
19.65%
12.37%
5 Years
—
10.07%
Since Inception
25.09%
13.18%
Fund Age
3 yrs 5 mo
6 yrs 8 mo
AUM
₹4,148.34 Cr
₹1.13 Cr
Alpha – 1 Year
0.23%
8.13%
Alpha – 3 Years
7.77%
3.37%
Information Ratio – 3 Years
0.62
0.42
Volatility – 1 Year
21.54%
17.12%
Volatility – 3 Years
22.15%
14.65%
Beta – 1 Year
1.06
0.93
Beta – 3 Years
1.15
0.90
Sharpe Ratio – 1 Year
-0.01
0.21
Sharpe Ratio – 3 Years
0.68
0.51
Worst Rolling Year
19.49%
10.01%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−27.91%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 34% · M 14% · S 34%
Number of Stocks
26
43
Portfolio P/E
55.82
30.39
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%