Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Marathon Trends - Trend Following
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
3.10%
1.43%
6 Months
4.24%
0.81%
1 Year
17.00%
7.79%
3 Years
21.79%
9.10%
5 Years
20.77%
—
Since Inception
20.65%
17.42%
Fund Age
5 yrs
8 yrs 11 mo
AUM
₹88.27 Cr
₹342.11 Cr
Alpha – 1 Year
12.28%
3.07%
Alpha – 3 Years
9.70%
−2.99%
Information Ratio – 3 Years
1.38
0.29
Volatility – 1 Year
20.96%
17.73%
Volatility – 3 Years
18.52%
15.85%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
0.60
0.21
Sharpe Ratio – 3 Years
1.04
0.50
Worst Rolling Year
21.72%
9.10%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−18.76%
−24.26%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 40% · M 35% · S 22%
Number of Stocks
25
23
Portfolio P/E
27.45
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%