Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Right Horizons - Perennial
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%
−0.19%
6 Months
−4.12%
11.46%
1 Year
1.97%
8.21%
3 Years
12.30%
12.09%
5 Years
12.28%
11.81%
Since Inception
12.08%
13.34%
Fund Age
5 yrs
5 yrs 3 mo
AUM
₹27.16 Cr
₹34.29 Cr
Alpha – 1 Year
−2.75%
5.23%
Alpha – 3 Years
0.21%
0.21%
Information Ratio – 3 Years
0.08
0.17
Volatility – 1 Year
18.26%
24.84%
Volatility – 3 Years
15.26%
21.42%
Beta – 1 Year
1.01
1.25
Beta – 3 Years
0.92
1.08
Sharpe Ratio – 1 Year
-0.09
0.21
Sharpe Ratio – 3 Years
0.53
0.49
Worst Rolling Year
12.19%
7.11%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 5% · M 7% · S 69%
Number of Stocks
27
37
Portfolio P/E
24.88
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%