Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−4.12%
4.12%
1 Year
1.97%
−0.25%
3 Years
12.30%
10.95%
5 Years
12.28%
10.56%
Since Inception
12.08%
10.62%
Fund Age
5 yrs
13 yrs 8 mo
AUM
₹27.16 Cr
₹41.22 Cr
Alpha – 1 Year
−2.75%
0.18%
Alpha – 3 Years
0.21%
2.39%
Information Ratio – 3 Years
0.08
0.52
Volatility – 1 Year
18.26%
20.61%
Volatility – 3 Years
15.26%
17.57%
Beta – 1 Year
1.01
1.24
Beta – 3 Years
0.92
1.19
Sharpe Ratio – 1 Year
-0.09
-0.18
Sharpe Ratio – 3 Years
0.53
0.46
Worst Rolling Year
12.19%
-10.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.89 Cr
Deepest Drawdown
−16.54%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.96%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 41% · M 28% · S 30%
L 70% · M 29%
Number of Stocks
27
25
Portfolio P/E
24.88
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%