Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
1.38%
31.10%
1 Year
7.78%
52.47%
3 Years
12.37%
17.74%
5 Years
10.07%
16.38%
Since Inception
13.18%
15.58%
Fund Age
6 yrs 8 mo
16 yrs 9 mo
AUM
₹1.13 Cr
₹132.42 Cr
Alpha – 1 Year
8.13%
47.75%
Alpha – 3 Years
3.37%
5.65%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
17.12%
26.74%
Volatility – 3 Years
14.65%
21.32%
Beta – 1 Year
0.93
1.30
Beta – 3 Years
0.90
0.97
Sharpe Ratio – 1 Year
0.21
1.52
Sharpe Ratio – 3 Years
0.51
0.68
Worst Rolling Year
10.01%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−15.65%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.34%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 34% · M 14% · S 34%
M 9% · S 83%
Number of Stocks
43
26
Portfolio P/E
30.39
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%