Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
−4.12%
31.10%
1 Year
1.97%
52.47%
3 Years
12.30%
17.74%
5 Years
12.28%
16.38%
Since Inception
12.08%
15.58%
Fund Age
5 yrs
16 yrs 9 mo
AUM
₹27.16 Cr
₹132.42 Cr
Alpha – 1 Year
−2.75%
47.75%
Alpha – 3 Years
0.21%
5.65%
Information Ratio – 3 Years
0.08
0.46
Volatility – 1 Year
18.26%
26.74%
Volatility – 3 Years
15.26%
21.32%
Beta – 1 Year
1.01
1.30
Beta – 3 Years
0.92
0.97
Sharpe Ratio – 1 Year
-0.09
1.52
Sharpe Ratio – 3 Years
0.53
0.68
Worst Rolling Year
12.19%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−16.54%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
21.96%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 41% · M 28% · S 30%
M 9% · S 83%
Number of Stocks
27
26
Portfolio P/E
24.88
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%