Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.29%
1.43%
6 Months
−4.12%
0.81%
1 Year
1.97%
7.79%
3 Years
12.30%
9.10%
5 Years
12.28%
—
Since Inception
12.08%
17.42%
Fund Age
5 yrs
8 yrs 11 mo
AUM
₹27.16 Cr
₹342.11 Cr
Alpha – 1 Year
−2.75%
3.07%
Alpha – 3 Years
0.21%
−2.99%
Information Ratio – 3 Years
0.08
0.29
Volatility – 1 Year
18.26%
17.73%
Volatility – 3 Years
15.26%
15.85%
Beta – 1 Year
1.01
1.00
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
-0.09
0.21
Sharpe Ratio – 3 Years
0.53
0.50
Worst Rolling Year
12.19%
9.10%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
L 40% · M 35% · S 22%
Number of Stocks
27
23
Portfolio P/E
24.88
21.69
Top 5 Holdings
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%