Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
−4.12%
7.61%
1 Year
1.97%
−0.76%
3 Years
12.30%
11.28%
5 Years
12.28%
9.58%
Since Inception
12.08%
11.67%
Fund Age
5 yrs
7 yrs 11 mo
AUM
₹27.16 Cr
₹12.5 Cr
Alpha – 1 Year
−2.75%
−3.74%
Alpha – 3 Years
0.21%
−0.61%
Information Ratio – 3 Years
0.08
-0.06
Volatility – 1 Year
18.26%
20.02%
Volatility – 3 Years
15.26%
16.21%
Beta – 1 Year
1.01
1.05
Beta – 3 Years
0.92
0.91
Sharpe Ratio – 1 Year
-0.09
-0.22
Sharpe Ratio – 3 Years
0.53
0.41
Worst Rolling Year
12.19%
8.66%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 36% · M 30% · S 35%
Number of Stocks
27
15
Portfolio P/E
24.88
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%