Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.67%
4.64%
6 Months
1.38%
20.32%
1 Year
7.78%
29.93%
3 Years
12.37%
—
5 Years
10.07%
—
Since Inception
13.18%
15.24%
Fund Age
6 yrs 8 mo
1 yr 9 mo
AUM
₹1.13 Cr
₹3.17 Cr
Alpha – 1 Year
8.13%
25.21%
Alpha – 3 Years
3.37%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
17.12%
24.54%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.93
1.19
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.21
0.97
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
10.01%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−15.65%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.34%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 28% · M 19% · S 50%
Number of Stocks
43
36
Portfolio P/E
30.39
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –