Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.79%
6 Months
1.38%
13.10%
1 Year
7.78%
18.11%
3 Years
12.37%
14.56%
5 Years
10.07%
8.71%
Since Inception
13.18%
13.67%
Fund Age
6 yrs 8 mo
11 yrs 2 mo
AUM
₹1.13 Cr
₹138.06 Cr
Alpha – 1 Year
8.13%
18.46%
Alpha – 3 Years
3.37%
5.57%
Information Ratio – 3 Years
0.42
0.62
Volatility – 1 Year
17.12%
22.83%
Volatility – 3 Years
14.65%
16.72%
Beta – 1 Year
0.93
1.29
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.51
0.55
Worst Rolling Year
10.01%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−15.65%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.34%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 34% · M 14% · S 34%
L 38% · M 14% · S 45%
Number of Stocks
43
18
Portfolio P/E
30.39
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%