Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
ORO-Alpha Value
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%
0.44%
6 Months
−4.12%
5.47%
1 Year
1.97%
6.35%
3 Years
12.30%
—
5 Years
12.28%
—
Since Inception
12.08%
6.04%
Fund Age
5 yrs
3 yrs 8 mo
AUM
₹27.16 Cr
₹1.28 Cr
Alpha – 1 Year
−2.75%
3.37%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
18.26%
17.26%
Volatility – 3 Years
15.26%
15.80%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
-0.09
0.12
Sharpe Ratio – 3 Years
0.53
0.10
Worst Rolling Year
12.19%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−16.54%
−17.83%
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%
L 42% · M 17% · S 27%
Number of Stocks
27
24
Portfolio P/E
24.88
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%