Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.29%
0.25%
6 Months
−4.12%
15.19%
1 Year
1.97%
3.21%
3 Years
12.30%
19.65%
5 Years
12.28%
—
Since Inception
12.08%
25.09%
Fund Age
5 yrs
3 yrs 5 mo
AUM
₹27.16 Cr
₹4,148.34 Cr
Alpha – 1 Year
−2.75%
0.23%
Alpha – 3 Years
0.21%
7.77%
Information Ratio – 3 Years
0.08
0.62
Volatility – 1 Year
18.26%
21.54%
Volatility – 3 Years
15.26%
22.15%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
0.92
1.15
Sharpe Ratio – 1 Year
-0.09
-0.01
Sharpe Ratio – 3 Years
0.53
0.68
Worst Rolling Year
12.19%
19.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−16.54%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
L 26% · M 35% · S 37%
Number of Stocks
27
26
Portfolio P/E
24.88
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%