Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Nirmal Bang Equity Multi Cap
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%
7.67%
6 Months
−4.12%
25.93%
1 Year
1.97%
35.92%
3 Years
12.30%
—
5 Years
12.28%
—
Since Inception
12.08%
23.98%
Fund Age
5 yrs
2 yrs 10 mo
AUM
₹27.16 Cr
₹213.66 Cr
Alpha – 1 Year
−2.75%
31.20%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
18.26%
22.87%
Volatility – 3 Years
15.26%
—
Beta – 1 Year
1.01
1.05
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
-0.09
1.23
Sharpe Ratio – 3 Years
0.53
—
Worst Rolling Year
12.19%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−16.54%
−11.95%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.96%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
—
Number of Stocks
27
—
Portfolio P/E
24.88
—
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%
Kovai Medical Center & Hospital Ltd · 5.84%
Kaynes Technology India Ltd · 5.42%
Trent Ltd · 5.05%
Vishal Mega Mart Ltd · 4.93%
Nuvama Wealth Management Ltd · 4.82%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%