Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
0.50%
6 Months
4.24%
2.02%
1 Year
17.00%
0.60%
3 Years
21.79%
8.21%
5 Years
20.77%
5.75%
Since Inception
20.65%
9.73%
Fund Age
5 yrs
6 yrs
AUM
₹88.27 Cr
₹128.19 Cr
Alpha – 1 Year
12.28%
1.03%
Alpha – 3 Years
9.70%
−0.36%
Information Ratio – 3 Years
1.38
0.12
Volatility – 1 Year
20.96%
19.24%
Volatility – 3 Years
18.52%
14.76%
Beta – 1 Year
1.12
1.13
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
0.60
-0.16
Sharpe Ratio – 3 Years
1.04
0.24
Worst Rolling Year
21.72%
0.20%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−18.76%
−18.72%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
30.26%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 47% · M 42% · S 11%
Number of Stocks
25
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
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)
0.5% / 0% / 0%
0% / 0% / 0%