Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
−4.12%
10.94%
1 Year
1.97%
1.03%
3 Years
12.30%
11.45%
5 Years
12.28%
15.19%
Since Inception
12.08%
27.03%
Fund Age
5 yrs
5 yrs 11 mo
AUM
₹27.16 Cr
₹298.71 Cr
Alpha – 1 Year
−2.75%
−3.69%
Alpha – 3 Years
0.21%
−0.64%
Information Ratio – 3 Years
0.08
-0.04
Volatility – 1 Year
18.26%
27.68%
Volatility – 3 Years
15.26%
23.40%
Beta – 1 Year
1.01
1.45
Beta – 3 Years
0.92
1.22
Sharpe Ratio – 1 Year
-0.09
-0.03
Sharpe Ratio – 3 Years
0.53
0.35
Worst Rolling Year
12.19%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−16.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.96%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
L 2% · M 2% · S 86%
Number of Stocks
27
36
Portfolio P/E
24.88
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%