Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
−4.12%
24.70%
1 Year
1.97%
21.80%
3 Years
12.30%
16.46%
5 Years
12.28%
12.29%
Since Inception
12.08%
17.31%
Fund Age
5 yrs
7 yrs 2 mo
AUM
₹27.16 Cr
₹328.39 Cr
Alpha – 1 Year
−2.75%
22.15%
Alpha – 3 Years
0.21%
7.46%
Information Ratio – 3 Years
0.08
1.55
Volatility – 1 Year
18.26%
22.56%
Volatility – 3 Years
15.26%
18.01%
Beta – 1 Year
1.01
1.10
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
-0.09
0.85
Sharpe Ratio – 3 Years
0.53
1.07
Worst Rolling Year
12.19%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
—
Number of Stocks
27
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%