Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
1.38%
2.72%
1 Year
7.78%
22.88%
3 Years
12.37%
20.47%
5 Years
10.07%
15.12%
Since Inception
13.18%
17.02%
Fund Age
6 yrs 8 mo
6 yrs 11 mo
AUM
₹1.13 Cr
₹261.05 Cr
Alpha – 1 Year
8.13%
18.16%
Alpha – 3 Years
3.37%
8.38%
Information Ratio – 3 Years
0.42
0.98
Volatility – 1 Year
17.12%
17.62%
Volatility – 3 Years
14.65%
15.64%
Beta – 1 Year
0.93
0.83
Beta – 3 Years
0.90
0.87
Sharpe Ratio – 1 Year
0.21
0.97
Sharpe Ratio – 3 Years
0.51
0.94
Worst Rolling Year
10.01%
7.22%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−15.65%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 28% · M 19% · S 43%
Number of Stocks
43
18
Portfolio P/E
30.39
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%