Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Quest Investment Managers – Multi
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%
6.28%
6 Months
−4.12%
16.32%
1 Year
1.97%
11.67%
3 Years
12.30%
19.26%
5 Years
12.28%
13.96%
Since Inception
12.08%
16.00%
Fund Age
5 yrs
12 yrs
AUM
₹27.16 Cr
₹725.3 Cr
Alpha – 1 Year
−2.75%
6.95%
Alpha – 3 Years
0.21%
7.18%
Information Ratio – 3 Years
0.08
0.87
Volatility – 1 Year
18.26%
21.97%
Volatility – 3 Years
15.26%
19.77%
Beta – 1 Year
1.01
1.15
Beta – 3 Years
0.92
1.13
Sharpe Ratio – 1 Year
-0.09
0.37
Sharpe Ratio – 3 Years
0.53
0.73
Worst Rolling Year
12.19%
-10.23%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−16.54%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.96%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 29% · M 26% · S 42%
Number of Stocks
27
34
Portfolio P/E
24.88
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%