Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−1.21%
6 Months
1.38%
5.09%
1 Year
7.78%
0.26%
3 Years
12.37%
9.53%
5 Years
10.07%
5.40%
Since Inception
13.18%
12.09%
Fund Age
6 yrs 8 mo
8 yrs 5 mo
AUM
₹1.13 Cr
₹1,644.09 Cr
Alpha – 1 Year
8.13%
0.61%
Alpha – 3 Years
3.37%
0.54%
Information Ratio – 3 Years
0.42
0.06
Volatility – 1 Year
17.12%
17.94%
Volatility – 3 Years
14.65%
17.25%
Beta – 1 Year
0.93
1.03
Beta – 3 Years
0.90
1.11
Sharpe Ratio – 1 Year
0.21
-0.20
Sharpe Ratio – 3 Years
0.51
0.31
Worst Rolling Year
10.01%
2.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.02 Cr
Deepest Drawdown
−15.65%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 49% · M 36% · S 14%
Number of Stocks
43
20
Portfolio P/E
30.39
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%