Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Nippon - Emerging India - EIP
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%
2.63%
6 Months
4.24%
13.11%
1 Year
17.00%
15.44%
3 Years
21.79%
15.82%
5 Years
20.77%
15.29%
Since Inception
20.65%
15.37%
Fund Age
5 yrs
9 yrs 4 mo
AUM
₹88.27 Cr
₹32.48 Cr
Alpha – 1 Year
12.28%
10.72%
Alpha – 3 Years
9.70%
3.73%
Information Ratio – 3 Years
1.38
0.69
Volatility – 1 Year
20.96%
17.99%
Volatility – 3 Years
18.52%
17.45%
Beta – 1 Year
1.12
0.99
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
0.60
0.59
Sharpe Ratio – 3 Years
1.04
0.71
Worst Rolling Year
21.72%
-6.27%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−18.76%
−21.15%
Recovery Period
428 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
30.26%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 8% · M 22% · S 44%
Number of Stocks
25
30
Portfolio P/E
27.45
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%