Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Right Horizons - Super Value Fund
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%
3.00%
6 Months
1.38%
20.83%
1 Year
7.78%
12.18%
3 Years
12.37%
13.97%
5 Years
10.07%
17.12%
Since Inception
13.18%
15.75%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹1.13 Cr
₹205.48 Cr
Alpha – 1 Year
8.13%
9.20%
Alpha – 3 Years
3.37%
2.09%
Information Ratio – 3 Years
0.42
0.40
Volatility – 1 Year
17.12%
27.53%
Volatility – 3 Years
14.65%
22.15%
Beta – 1 Year
0.93
1.45
Beta – 3 Years
0.90
1.20
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.51
0.55
Worst Rolling Year
10.01%
-9.57%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−15.65%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
15.34%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 34% · M 14% · S 34%
L 17% · M 21% · S 60%
Number of Stocks
43
30
Portfolio P/E
30.39
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%