Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
4.24%
0.32%
1 Year
17.00%
1.03%
3 Years
21.79%
14.82%
5 Years
20.77%
11.82%
Since Inception
20.65%
13.07%
Fund Age
5 yrs
5 yrs 2 mo
AUM
₹88.27 Cr
₹56.08 Cr
Alpha – 1 Year
12.28%
−1.95%
Alpha – 3 Years
9.70%
2.94%
Information Ratio – 3 Years
1.38
0.18
Volatility – 1 Year
20.96%
13.89%
Volatility – 3 Years
18.52%
18.35%
Beta – 1 Year
1.12
0.75
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.60
-0.25
Sharpe Ratio – 3 Years
1.04
0.55
Worst Rolling Year
21.72%
12.65%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−18.76%
−26.40%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 38% · M 29% · S 24%
Number of Stocks
25
37
Portfolio P/E
27.45
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%