Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Renaissance - Indianext 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%
2.69%
6 Months
1.38%
5.24%
1 Year
7.78%
2.85%
3 Years
12.37%
13.52%
5 Years
10.07%
17.79%
Since Inception
13.18%
13.89%
Fund Age
6 yrs 8 mo
8 yrs 4 mo
AUM
₹1.13 Cr
₹921.15 Cr
Alpha – 1 Year
8.13%
−1.87%
Alpha – 3 Years
3.37%
1.43%
Information Ratio – 3 Years
0.42
0.23
Volatility – 1 Year
17.12%
18.02%
Volatility – 3 Years
14.65%
16.70%
Beta – 1 Year
0.93
0.99
Beta – 3 Years
0.90
0.99
Sharpe Ratio – 1 Year
0.21
-0.03
Sharpe Ratio – 3 Years
0.51
0.54
Worst Rolling Year
10.01%
-0.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−15.65%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
15.34%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 34% · M 28% · S 35%
Number of Stocks
43
35
Portfolio P/E
30.39
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%