Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.29%
1.32%
6 Months
−4.12%
3.83%
1 Year
1.97%
9.77%
3 Years
12.30%
13.19%
5 Years
12.28%
12.01%
Since Inception
12.08%
14.38%
Fund Age
5 yrs
6 yrs 8 mo
AUM
₹27.16 Cr
₹42.66 Cr
Alpha – 1 Year
−2.75%
3.80%
Alpha – 3 Years
0.21%
2.30%
Information Ratio – 3 Years
0.08
0.23
Volatility – 1 Year
18.26%
15.84%
Volatility – 3 Years
15.26%
12.64%
Beta – 1 Year
1.01
1.56
Beta – 3 Years
0.92
1.48
Sharpe Ratio – 1 Year
-0.09
0.32
Sharpe Ratio – 3 Years
0.53
0.70
Worst Rolling Year
12.19%
9.09%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%