Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Right Horizons - Alliance
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%
1.80%
6 Months
−4.12%
2.80%
1 Year
1.97%
4.89%
3 Years
12.30%
12.23%
5 Years
12.28%
10.64%
Since Inception
12.08%
8.93%
Fund Age
5 yrs
12 yrs
AUM
₹27.16 Cr
₹134.76 Cr
Alpha – 1 Year
−2.75%
−1.08%
Alpha – 3 Years
0.21%
1.34%
Information Ratio – 3 Years
0.08
0.07
Volatility – 1 Year
18.26%
10.79%
Volatility – 3 Years
15.26%
9.62%
Beta – 1 Year
1.01
1.04
Beta – 3 Years
0.92
1.10
Sharpe Ratio – 1 Year
-0.09
-0.01
Sharpe Ratio – 3 Years
0.53
0.69
Worst Rolling Year
12.19%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−16.54%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.96%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 50% · M 11% · S 8%
Number of Stocks
27
33
Portfolio P/E
24.88
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –