Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
1.38%
11.30%
1 Year
7.78%
5.88%
3 Years
12.37%
—
5 Years
10.07%
—
Since Inception
13.18%
10.85%
Fund Age
6 yrs 8 mo
2 yrs 5 mo
AUM
₹1.13 Cr
₹45.96 Cr
Alpha – 1 Year
8.13%
−0.98%
Alpha – 3 Years
3.37%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
17.12%
21.88%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.93
2.00
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.21
0.12
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
10.01%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−15.65%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
43
39
Portfolio P/E
30.39
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 1%