Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Roha Asset Managers - Emerging Champion
Add SchemeReturn 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%
0.18%
6 Months
1.38%
10.94%
1 Year
7.78%
1.03%
3 Years
12.37%
11.45%
5 Years
10.07%
15.19%
Since Inception
13.18%
27.03%
Fund Age
6 yrs 8 mo
5 yrs 11 mo
AUM
₹1.13 Cr
₹298.71 Cr
Alpha – 1 Year
8.13%
−3.69%
Alpha – 3 Years
3.37%
−0.64%
Information Ratio – 3 Years
0.42
-0.04
Volatility – 1 Year
17.12%
27.68%
Volatility – 3 Years
14.65%
23.40%
Beta – 1 Year
0.93
1.45
Beta – 3 Years
0.90
1.22
Sharpe Ratio – 1 Year
0.21
-0.03
Sharpe Ratio – 3 Years
0.51
0.35
Worst Rolling Year
10.01%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−15.65%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.34%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 2% · M 2% · S 86%
Number of Stocks
43
36
Portfolio P/E
30.39
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%