Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Right Horizons - Flexi Cap
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%
4.94%
6 Months
1.38%
11.49%
1 Year
7.78%
3.89%
3 Years
12.37%
8.19%
5 Years
10.07%
11.02%
Since Inception
13.18%
10.97%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹1.13 Cr
₹360.51 Cr
Alpha – 1 Year
8.13%
0.91%
Alpha – 3 Years
3.37%
−3.69%
Information Ratio – 3 Years
0.42
-0.18
Volatility – 1 Year
17.12%
23.04%
Volatility – 3 Years
14.65%
19.34%
Beta – 1 Year
0.93
1.26
Beta – 3 Years
0.90
1.17
Sharpe Ratio – 1 Year
0.21
0.04
Sharpe Ratio – 3 Years
0.51
0.30
Worst Rolling Year
10.01%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−15.65%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
15.34%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 38% · M 28% · S 33%
Number of Stocks
43
29
Portfolio P/E
30.39
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%