Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Magadh - Future Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.10%
6 Months
10.76%
4.24%
1 Year
8.14%
17.00%
3 Years
7.76%
21.79%
5 Years
10.03%
20.77%
Since Inception
11.69%
20.65%
Fund Age
6 yrs 8 mo
5 yrs
AUM
₹87.23 Cr
₹88.27 Cr
Alpha – 1 Year
8.57%
12.28%
Alpha – 3 Years
−0.81%
9.70%
Information Ratio – 3 Years
0.02
1.38
Volatility – 1 Year
23.09%
20.96%
Volatility – 3 Years
18.26%
18.52%
Beta – 1 Year
1.29
1.12
Beta – 3 Years
1.11
1.04
Sharpe Ratio – 1 Year
0.21
0.60
Sharpe Ratio – 3 Years
0.22
1.04
Worst Rolling Year
6.59%
21.72%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−25.42%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 19% · M 45% · S 35%
Number of Stocks
41
25
Portfolio P/E
25.23
27.45
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
0.5% / 0% / 0%