Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
NAFA - Emerging Bluechip
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%
0.39%
6 Months
4.24%
5.71%
1 Year
17.00%
−0.97%
3 Years
21.79%
8.86%
5 Years
20.77%
14.20%
Since Inception
20.65%
14.76%
Fund Age
5 yrs
10 yrs 5 mo
AUM
₹88.27 Cr
₹447.76 Cr
Alpha – 1 Year
12.28%
−2.83%
Alpha – 3 Years
9.70%
−3.22%
Information Ratio – 3 Years
1.38
0.04
Volatility – 1 Year
20.96%
24.79%
Volatility – 3 Years
18.52%
21.25%
Beta – 1 Year
1.12
1.35
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.60
-0.14
Sharpe Ratio – 3 Years
1.04
0.31
Worst Rolling Year
21.72%
-13.00%
Value at Worst Rolling Year
₹1.22 Cr
₹0.87 Cr
Deepest Drawdown
−18.76%
−26.06%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
30.26%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 2% · M 12% · S 84%
Number of Stocks
25
32
Portfolio P/E
27.45
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%