Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.46%
6 Months
1.38%
6.77%
1 Year
7.78%
7.38%
3 Years
12.37%
9.03%
5 Years
10.07%
—
Since Inception
13.18%
10.29%
Fund Age
6 yrs 8 mo
4 yrs 2 mo
AUM
₹1.13 Cr
₹9.69 Cr
Alpha – 1 Year
8.13%
7.73%
Alpha – 3 Years
3.37%
0.04%
Information Ratio – 3 Years
0.42
0.09
Volatility – 1 Year
17.12%
17.08%
Volatility – 3 Years
14.65%
16.18%
Beta – 1 Year
0.93
0.95
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
0.21
0.20
Sharpe Ratio – 3 Years
0.51
0.33
Worst Rolling Year
10.01%
7.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−15.65%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 41% · M 53%
Number of Stocks
43
22
Portfolio P/E
30.39
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –