Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
4.17%
6 Months
4.24%
19.62%
1 Year
17.00%
12.19%
3 Years
21.79%
23.51%
5 Years
20.77%
13.96%
Since Inception
20.65%
23.13%
Fund Age
5 yrs
6 yrs 7 mo
AUM
₹88.27 Cr
₹2,332.81 Cr
Alpha – 1 Year
12.28%
9.21%
Alpha – 3 Years
9.70%
11.63%
Information Ratio – 3 Years
1.38
0.83
Volatility – 1 Year
20.96%
26.11%
Volatility – 3 Years
18.52%
21.82%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
0.60
0.33
Sharpe Ratio – 3 Years
1.04
0.83
Worst Rolling Year
21.72%
12.50%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−18.76%
−24.27%
Recovery Period
428 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 14% · M 33% · S 52%
Number of Stocks
25
33
Portfolio P/E
27.45
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%