Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.29%
2.20%
6 Months
−4.12%
6.00%
1 Year
1.97%
4.90%
3 Years
12.30%
18.50%
5 Years
12.28%
—
Since Inception
12.08%
16.60%
Fund Age
5 yrs
3 yrs
AUM
₹27.16 Cr
₹209.72 Cr
Alpha – 1 Year
−2.75%
0.20%
Alpha – 3 Years
0.21%
6.40%
Information Ratio – 3 Years
0.08
1.16
Volatility – 1 Year
18.26%
19.79%
Volatility – 3 Years
15.26%
17.07%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
0.92
1.05
Sharpe Ratio – 1 Year
-0.09
0.07
Sharpe Ratio – 3 Years
0.53
0.81
Worst Rolling Year
12.19%
18.52%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−16.54%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
L 67% · M 33%
Number of Stocks
27
24
Portfolio P/E
24.88
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%