Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
1.38%
5.42%
1 Year
7.78%
9.64%
3 Years
12.37%
10.36%
5 Years
10.07%
7.75%
Since Inception
13.18%
11.08%
Fund Age
6 yrs 8 mo
9 yrs 11 mo
AUM
₹1.13 Cr
₹66.05 Cr
Alpha – 1 Year
8.13%
9.99%
Alpha – 3 Years
3.37%
1.36%
Information Ratio – 3 Years
0.42
0.51
Volatility – 1 Year
17.12%
17.05%
Volatility – 3 Years
14.65%
14.23%
Beta – 1 Year
0.93
1.05
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
10.01%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−15.65%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.34%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 84% · M 12%
Number of Stocks
43
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—