Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.96%
6 Months
1.38%
−5.85%
1 Year
7.78%
1.08%
3 Years
12.37%
1.92%
5 Years
10.07%
1.54%
Since Inception
13.18%
4.73%
Fund Age
6 yrs 8 mo
9 yrs 11 mo
AUM
₹1.13 Cr
₹4.85 Cr
Alpha – 1 Year
8.13%
−8.50%
Alpha – 3 Years
3.37%
−7.97%
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
17.12%
9.90%
Volatility – 3 Years
14.65%
26.17%
Beta – 1 Year
0.93
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.21
-0.53
Sharpe Ratio – 3 Years
0.51
0.01
Worst Rolling Year
10.01%
2.80%
Value at Worst Rolling Year
₹1.10 Cr
₹1.03 Cr
Deepest Drawdown
−15.65%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
43
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%