Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
−2.26%
6 Months
1.38%
9.35%
1 Year
7.78%
10.43%
3 Years
12.37%
15.16%
5 Years
10.07%
—
Since Inception
13.18%
21.24%
Fund Age
6 yrs 8 mo
4 yrs 11 mo
AUM
₹1.13 Cr
₹16.88 Cr
Alpha – 1 Year
8.13%
8.57%
Alpha – 3 Years
3.37%
3.08%
Information Ratio – 3 Years
0.42
0.34
Volatility – 1 Year
17.12%
33.08%
Volatility – 3 Years
14.65%
27.65%
Beta – 1 Year
0.93
1.54
Beta – 3 Years
0.90
1.38
Sharpe Ratio – 1 Year
0.21
0.28
Sharpe Ratio – 3 Years
0.51
0.51
Worst Rolling Year
10.01%
12.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−15.65%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 9% · M 17% · S 71%
Number of Stocks
43
16
Portfolio P/E
30.39
48.24
Top 5 Holdings
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%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%