Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
2.21%
6 Months
1.38%
21.04%
1 Year
7.78%
21.34%
3 Years
12.37%
19.08%
5 Years
10.07%
23.67%
Since Inception
13.18%
—
Fund Age
6 yrs 8 mo
6 yrs 4 mo
AUM
₹1.13 Cr
₹364.08 Cr
Alpha – 1 Year
8.13%
21.69%
Alpha – 3 Years
3.37%
10.08%
Information Ratio – 3 Years
0.42
0.52
Volatility – 1 Year
17.12%
32.28%
Volatility – 3 Years
14.65%
28.08%
Beta – 1 Year
0.93
1.47
Beta – 3 Years
0.90
1.60
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
0.51
0.57
Worst Rolling Year
10.01%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−15.65%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 90% · M 10%
Number of Stocks
43
—
Portfolio P/E
30.39
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%