Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Magadh - Future 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
−2.26%
3.10%
6 Months
2.99%
4.24%
1 Year
−3.69%
17.00%
3 Years
10.02%
21.79%
5 Years
11.07%
20.77%
Since Inception
15.34%
20.65%
Fund Age
8 yrs 4 mo
5 yrs
AUM
₹143.52 Cr
₹88.27 Cr
Alpha – 1 Year
−8.41%
12.28%
Alpha – 3 Years
−2.07%
9.70%
Information Ratio – 3 Years
-0.34
1.38
Volatility – 1 Year
19.13%
20.96%
Volatility – 3 Years
16.08%
18.52%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
-0.38
0.60
Sharpe Ratio – 3 Years
0.35
1.04
Worst Rolling Year
10.02%
21.72%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−22.11%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 19% · M 45% · S 35%
Number of Stocks
30
25
Portfolio P/E
35.28
27.45
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0% / 0%