Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Renaissance - Indianext 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%
2.69%
6 Months
−4.12%
5.24%
1 Year
1.97%
2.85%
3 Years
12.30%
13.52%
5 Years
12.28%
17.79%
Since Inception
12.08%
13.89%
Fund Age
5 yrs
8 yrs 4 mo
AUM
₹27.16 Cr
₹921.15 Cr
Alpha – 1 Year
−2.75%
−1.87%
Alpha – 3 Years
0.21%
1.43%
Information Ratio – 3 Years
0.08
0.23
Volatility – 1 Year
18.26%
18.02%
Volatility – 3 Years
15.26%
16.70%
Beta – 1 Year
1.01
0.99
Beta – 3 Years
0.92
0.99
Sharpe Ratio – 1 Year
-0.09
-0.03
Sharpe Ratio – 3 Years
0.53
0.54
Worst Rolling Year
12.19%
-0.29%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−16.54%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
21.96%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 34% · M 28% · S 35%
Number of Stocks
27
35
Portfolio P/E
24.88
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%