Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
ORO - All Weather Portfolio
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%
−0.19%
6 Months
1.38%
−0.42%
1 Year
7.78%
−4.58%
3 Years
12.37%
16.32%
5 Years
10.07%
13.17%
Since Inception
13.18%
13.94%
Fund Age
6 yrs 8 mo
6 yrs 6 mo
AUM
₹1.13 Cr
₹13.16 Cr
Alpha – 1 Year
8.13%
−7.56%
Alpha – 3 Years
3.37%
4.42%
Information Ratio – 3 Years
0.42
0.49
Volatility – 1 Year
17.12%
16.90%
Volatility – 3 Years
14.65%
17.54%
Beta – 1 Year
0.93
0.86
Beta – 3 Years
0.90
0.99
Sharpe Ratio – 1 Year
0.21
-0.52
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
10.01%
3.91%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−15.65%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 66% · M 23%
Number of Stocks
43
20
Portfolio P/E
30.39
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%