Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Motilal Oswal-Founders
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%
0.25%
6 Months
4.24%
15.19%
1 Year
17.00%
3.21%
3 Years
21.79%
19.65%
5 Years
20.77%
—
Since Inception
20.65%
25.09%
Fund Age
5 yrs
3 yrs 5 mo
AUM
₹88.27 Cr
₹4,148.34 Cr
Alpha – 1 Year
12.28%
0.23%
Alpha – 3 Years
9.70%
7.77%
Information Ratio – 3 Years
1.38
0.62
Volatility – 1 Year
20.96%
21.54%
Volatility – 3 Years
18.52%
22.15%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.60
-0.01
Sharpe Ratio – 3 Years
1.04
0.68
Worst Rolling Year
21.72%
19.49%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−18.76%
−27.91%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 26% · M 35% · S 37%
Number of Stocks
25
26
Portfolio P/E
27.45
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 0% / 0%