Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.10%
6 Months
1.74%
4.24%
1 Year
10.49%
17.00%
3 Years
12.80%
21.79%
5 Years
12.91%
20.77%
Since Inception
15.37%
20.65%
Fund Age
7 yrs 7 mo
5 yrs
AUM
₹15.96 Cr
₹88.27 Cr
Alpha – 1 Year
10.84%
12.28%
Alpha – 3 Years
3.80%
9.70%
Information Ratio – 3 Years
0.47
1.38
Volatility – 1 Year
19.22%
20.96%
Volatility – 3 Years
17.53%
18.52%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.15
1.04
Sharpe Ratio – 1 Year
0.34
0.60
Sharpe Ratio – 3 Years
0.48
1.04
Worst Rolling Year
12.46%
21.72%
Value at Worst Rolling Year
₹1.12 Cr
₹1.22 Cr
Deepest Drawdown
−19.38%
−18.76%
Recovery Period
275 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 19% · M 45% · S 35%
Number of Stocks
38
25
Portfolio P/E
24.65
27.45
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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%