Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Tamohara - TRUFFLE
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%
8.72%
6 Months
1.38%
28.59%
1 Year
7.78%
28.02%
3 Years
12.37%
18.67%
5 Years
10.07%
17.18%
Since Inception
13.18%
20.03%
Fund Age
6 yrs 8 mo
5 yrs 4 mo
AUM
₹1.13 Cr
₹221.27 Cr
Alpha – 1 Year
8.13%
28.37%
Alpha – 3 Years
3.37%
9.68%
Information Ratio – 3 Years
0.42
0.87
Volatility – 1 Year
17.12%
22.32%
Volatility – 3 Years
14.65%
17.88%
Beta – 1 Year
0.93
1.03
Beta – 3 Years
0.90
0.95
Sharpe Ratio – 1 Year
0.21
0.99
Sharpe Ratio – 3 Years
0.51
0.81
Worst Rolling Year
10.01%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−15.65%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 19% · M 4% · S 74%
Number of Stocks
43
29
Portfolio P/E
30.39
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –