Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
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
−1.86%
3.10%
6 Months
0.50%
4.24%
1 Year
6.34%
17.00%
3 Years
19.74%
21.79%
5 Years
16.62%
20.77%
Since Inception
20.10%
20.65%
Fund Age
6 yrs 1 mo
5 yrs
AUM
₹56.91 Cr
₹88.27 Cr
Alpha – 1 Year
1.64%
12.28%
Alpha – 3 Years
7.64%
9.70%
Information Ratio – 3 Years
0.90
1.38
Volatility – 1 Year
16.52%
20.96%
Volatility – 3 Years
17.18%
18.52%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
0.14
0.60
Sharpe Ratio – 3 Years
0.84
1.04
Worst Rolling Year
18.93%
21.72%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−18.72%
−18.76%
Recovery Period
245 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 19% · M 45% · S 35%
Number of Stocks
20
25
Portfolio P/E
27.00
27.45
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%