Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.72%
6 Months
1.38%
23.48%
1 Year
7.78%
38.68%
3 Years
12.37%
26.01%
5 Years
10.07%
16.58%
Since Inception
13.18%
18.98%
Fund Age
6 yrs 8 mo
16 yrs 6 mo
AUM
₹1.13 Cr
₹1,885.18 Cr
Alpha – 1 Year
8.13%
33.96%
Alpha – 3 Years
3.37%
13.92%
Information Ratio – 3 Years
0.42
1.27
Volatility – 1 Year
17.12%
28.06%
Volatility – 3 Years
14.65%
20.41%
Beta – 1 Year
0.93
1.39
Beta – 3 Years
0.90
1.06
Sharpe Ratio – 1 Year
0.21
1.12
Sharpe Ratio – 3 Years
0.51
1.06
Worst Rolling Year
10.01%
-4.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−15.65%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
15.34%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 34% · M 14% · S 34%
L 40% · M 32% · S 24%
Number of Stocks
43
28
Portfolio P/E
30.39
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%