Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
6.28%
6 Months
1.38%
16.32%
1 Year
7.78%
11.67%
3 Years
12.37%
19.26%
5 Years
10.07%
13.96%
Since Inception
13.18%
16.00%
Fund Age
6 yrs 8 mo
12 yrs
AUM
₹1.13 Cr
₹725.3 Cr
Alpha – 1 Year
8.13%
6.95%
Alpha – 3 Years
3.37%
7.18%
Information Ratio – 3 Years
0.42
0.87
Volatility – 1 Year
17.12%
21.97%
Volatility – 3 Years
14.65%
19.77%
Beta – 1 Year
0.93
1.15
Beta – 3 Years
0.90
1.13
Sharpe Ratio – 1 Year
0.21
0.37
Sharpe Ratio – 3 Years
0.51
0.73
Worst Rolling Year
10.01%
-10.23%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−15.65%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
15.34%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 29% · M 26% · S 42%
Number of Stocks
43
34
Portfolio P/E
30.39
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%