Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Renaissance - Midcap 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%
3.30%
6 Months
−4.12%
9.86%
1 Year
1.97%
0.86%
3 Years
12.30%
8.29%
5 Years
12.28%
15.11%
Since Inception
12.08%
11.40%
Fund Age
5 yrs
8 yrs 7 mo
AUM
₹27.16 Cr
₹119.22 Cr
Alpha – 1 Year
−2.75%
1.21%
Alpha – 3 Years
0.21%
−0.71%
Information Ratio – 3 Years
0.08
-0.05
Volatility – 1 Year
18.26%
21.27%
Volatility – 3 Years
15.26%
19.22%
Beta – 1 Year
1.01
1.20
Beta – 3 Years
0.92
1.19
Sharpe Ratio – 1 Year
-0.09
-0.10
Sharpe Ratio – 3 Years
0.53
0.25
Worst Rolling Year
12.19%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−16.54%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.96%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 2% · M 52% · S 44%
Number of Stocks
27
33
Portfolio P/E
24.88
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%