Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
6.91%
6 Months
1.38%
15.63%
1 Year
7.78%
20.01%
3 Years
12.37%
17.10%
5 Years
10.07%
15.64%
Since Inception
13.18%
13.05%
Fund Age
6 yrs 8 mo
8 yrs 11 mo
AUM
₹1.13 Cr
₹46.46 Cr
Alpha – 1 Year
8.13%
15.29%
Alpha – 3 Years
3.37%
5.01%
Information Ratio – 3 Years
0.42
0.88
Volatility – 1 Year
17.12%
20.61%
Volatility – 3 Years
14.65%
19.98%
Beta – 1 Year
0.93
0.94
Beta – 3 Years
0.90
1.02
Sharpe Ratio – 1 Year
0.21
0.73
Sharpe Ratio – 3 Years
0.51
0.85
Worst Rolling Year
10.01%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−15.65%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
15.34%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 27% · M 34% · S 33%
Number of Stocks
43
25
Portfolio P/E
30.39
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%