Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.29%
10.15%
6 Months
−4.12%
31.39%
1 Year
1.97%
26.01%
3 Years
12.30%
19.28%
5 Years
12.28%
23.67%
Since Inception
12.08%
28.23%
Fund Age
5 yrs
5 yrs 4 mo
AUM
₹27.16 Cr
₹483.07 Cr
Alpha – 1 Year
−2.75%
21.29%
Alpha – 3 Years
0.21%
7.19%
Information Ratio – 3 Years
0.08
0.38
Volatility – 1 Year
18.26%
27.77%
Volatility – 3 Years
15.26%
26.19%
Beta – 1 Year
1.01
1.29
Beta – 3 Years
0.92
1.20
Sharpe Ratio – 1 Year
-0.09
0.78
Sharpe Ratio – 3 Years
0.53
0.61
Worst Rolling Year
12.19%
19.29%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−16.54%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 12% · M 6% · S 81%
Number of Stocks
27
63
Portfolio P/E
24.88
62.66
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%
—
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%