Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
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
0.10%
3.10%
6 Months
8.00%
4.24%
1 Year
6.50%
17.00%
3 Years
11.40%
21.79%
5 Years
—
20.77%
Since Inception
13.00%
20.65%
Fund Age
3 yrs 6 mo
5 yrs
AUM
₹9.42 Cr
₹88.27 Cr
Alpha – 1 Year
1.80%
12.28%
Alpha – 3 Years
−0.70%
9.70%
Information Ratio – 3 Years
-0.20
1.38
Volatility – 1 Year
21.60%
20.96%
Volatility – 3 Years
16.09%
18.52%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
0.17
0.60
Sharpe Ratio – 3 Years
0.37
1.04
Worst Rolling Year
8.82%
21.72%
Value at Worst Rolling Year
₹1.09 Cr
₹1.22 Cr
Deepest Drawdown
−17.53%
−18.76%
Recovery Period
122 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 51% · M 15% · S 33%
L 19% · M 45% · S 35%
Number of Stocks
—
25
Portfolio P/E
—
27.45
Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0.5% / 0% / 0%