Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.29%
0.30%
6 Months
−4.12%
26.99%
1 Year
1.97%
26.29%
3 Years
12.30%
27.01%
5 Years
12.28%
—
Since Inception
12.08%
35.84%
Fund Age
5 yrs
4 yrs 3 mo
AUM
₹27.16 Cr
₹521.91 Cr
Alpha – 1 Year
−2.75%
28.33%
Alpha – 3 Years
0.21%
20.36%
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
18.26%
31.27%
Volatility – 3 Years
15.26%
25.96%
Beta – 1 Year
1.01
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
-0.09
0.72
Sharpe Ratio – 3 Years
0.53
0.85
Worst Rolling Year
12.19%
27.02%
Value at Worst Rolling Year
₹1.12 Cr
₹1.27 Cr
Deepest Drawdown
−16.54%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
—
Number of Stocks
27
49
Portfolio P/E
24.88
21.17
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%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—