Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Protector vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Protector
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
1.38%
1.92%
1 Year
7.78%
0.43%
3 Years
12.37%
—
5 Years
10.07%
—
Since Inception
13.18%
6.17%
Fund Age
6 yrs 8 mo
2 yrs 2 mo
AUM
₹1.13 Cr
₹22.98 Cr
Alpha – 1 Year
8.13%
−2.55%
Alpha – 3 Years
3.37%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
17.12%
16.90%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.93
0.96
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.21
-0.22
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
10.01%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−15.65%
−16.17%
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
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
L 61% · M 14% · S 21%
Number of Stocks
43
41
Portfolio P/E
30.39
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%