Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
NJ - 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%
−1.21%
6 Months
4.24%
5.09%
1 Year
17.00%
0.26%
3 Years
21.79%
9.53%
5 Years
20.77%
5.40%
Since Inception
20.65%
12.09%
Fund Age
5 yrs
8 yrs 5 mo
AUM
₹88.27 Cr
₹1,644.09 Cr
Alpha – 1 Year
12.28%
0.61%
Alpha – 3 Years
9.70%
0.54%
Information Ratio – 3 Years
1.38
0.06
Volatility – 1 Year
20.96%
17.94%
Volatility – 3 Years
18.52%
17.25%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
0.60
-0.20
Sharpe Ratio – 3 Years
1.04
0.31
Worst Rolling Year
21.72%
2.29%
Value at Worst Rolling Year
₹1.22 Cr
₹1.02 Cr
Deepest Drawdown
−18.76%
−21.60%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 49% · M 36% · S 14%
Number of Stocks
25
20
Portfolio P/E
27.45
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%