Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.10%
6 Months
32.15%
4.24%
1 Year
16.77%
17.00%
3 Years
19.00%
21.79%
5 Years
20.10%
20.77%
Since Inception
27.01%
20.65%
Fund Age
6 yrs 10 mo
5 yrs
AUM
₹247.64 Cr
₹88.27 Cr
Alpha – 1 Year
13.79%
12.28%
Alpha – 3 Years
7.10%
9.70%
Information Ratio – 3 Years
0.30
1.38
Volatility – 1 Year
39.13%
20.96%
Volatility – 3 Years
29.47%
18.52%
Beta – 1 Year
1.87
1.12
Beta – 3 Years
1.36
1.04
Sharpe Ratio – 1 Year
0.42
0.60
Sharpe Ratio – 3 Years
0.55
1.04
Worst Rolling Year
15.03%
21.72%
Value at Worst Rolling Year
₹1.15 Cr
₹1.22 Cr
Deepest Drawdown
−35.86%
−18.76%
Recovery Period
94 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 19% · M 45% · S 35%
Number of Stocks
42
25
Portfolio P/E
42.30
27.45
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
—
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%