Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Right Horizons - All Seasons
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%
1.32%
6 Months
1.38%
3.83%
1 Year
7.78%
9.77%
3 Years
12.37%
13.19%
5 Years
10.07%
12.01%
Since Inception
13.18%
14.38%
Fund Age
6 yrs 8 mo
6 yrs 8 mo
AUM
₹1.13 Cr
₹42.66 Cr
Alpha – 1 Year
8.13%
3.80%
Alpha – 3 Years
3.37%
2.30%
Information Ratio – 3 Years
0.42
0.23
Volatility – 1 Year
17.12%
15.84%
Volatility – 3 Years
14.65%
12.64%
Beta – 1 Year
0.93
1.56
Beta – 3 Years
0.90
1.48
Sharpe Ratio – 1 Year
0.21
0.32
Sharpe Ratio – 3 Years
0.51
0.70
Worst Rolling Year
10.01%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−15.65%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 37% · M 21% · S 27%
Number of Stocks
43
16
Portfolio P/E
30.39
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%