Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs MRG Capital - Wealth Protector
Add SchemeReturn 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
0.78%
0.67%
6 Months
11.75%
1.38%
1 Year
−2.37%
7.78%
3 Years
17.81%
12.37%
5 Years
14.66%
10.07%
Since Inception
18.91%
13.18%
Fund Age
23 yrs 5 mo
6 yrs 8 mo
AUM
₹3,220.2 Cr
₹1.13 Cr
Alpha – 1 Year
−5.35%
8.13%
Alpha – 3 Years
5.93%
3.37%
Information Ratio – 3 Years
0.54
0.42
Volatility – 1 Year
21.49%
17.12%
Volatility – 3 Years
20.84%
14.65%
Beta – 1 Year
1.07
0.93
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
-0.27
0.21
Sharpe Ratio – 3 Years
0.64
0.51
Worst Rolling Year
-7.44%
10.01%
Value at Worst Rolling Year
₹0.93 Cr
₹1.10 Cr
Deepest Drawdown
−27.33%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 48% · S 19%
L 34% · M 14% · S 34%
Number of Stocks
27
43
Portfolio P/E
57.85
30.39
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%