Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.67%
3.27%
6 Months
1.38%
6.66%
1 Year
7.78%
7.95%
3 Years
12.37%
14.01%
5 Years
10.07%
12.40%
Since Inception
13.18%
16.07%
Fund Age
6 yrs 8 mo
12 yrs 5 mo
AUM
₹1.13 Cr
₹27.98 Cr
Alpha – 1 Year
8.13%
3.23%
Alpha – 3 Years
3.37%
1.92%
Information Ratio – 3 Years
0.42
0.55
Volatility – 1 Year
17.12%
16.42%
Volatility – 3 Years
14.65%
14.36%
Beta – 1 Year
0.93
0.92
Beta – 3 Years
0.90
0.91
Sharpe Ratio – 1 Year
0.21
0.15
Sharpe Ratio – 3 Years
0.51
0.63
Worst Rolling Year
10.01%
-4.39%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−15.65%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
15.34%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 25% · M 6% · S 37%
Number of Stocks
43
30
Portfolio P/E
30.39
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%