Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
2.10%
6 Months
4.24%
29.13%
1 Year
17.00%
20.96%
3 Years
21.79%
17.22%
5 Years
20.77%
—
Since Inception
20.65%
23.59%
Fund Age
5 yrs
3 yrs 7 mo
AUM
₹88.27 Cr
₹147.56 Cr
Alpha – 1 Year
12.28%
16.24%
Alpha – 3 Years
9.70%
5.13%
Information Ratio – 3 Years
1.38
0.33
Volatility – 1 Year
20.96%
30.80%
Volatility – 3 Years
18.52%
25.65%
Beta – 1 Year
1.12
1.54
Beta – 3 Years
1.04
1.41
Sharpe Ratio – 1 Year
0.60
0.58
Sharpe Ratio – 3 Years
1.04
0.54
Worst Rolling Year
21.72%
15.38%
Value at Worst Rolling Year
₹1.22 Cr
₹1.15 Cr
Deepest Drawdown
−18.76%
−28.52%
Recovery Period
428 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 63% · M 11% · S 17%
Number of Stocks
25
18
Portfolio P/E
27.45
—
Top 5 Holdings
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%