Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
ORO - All Weather Portfolio
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%
−0.19%
6 Months
4.24%
−0.42%
1 Year
17.00%
−4.58%
3 Years
21.79%
16.32%
5 Years
20.77%
13.17%
Since Inception
20.65%
13.94%
Fund Age
5 yrs
6 yrs 6 mo
AUM
₹88.27 Cr
₹13.16 Cr
Alpha – 1 Year
12.28%
−7.56%
Alpha – 3 Years
9.70%
4.42%
Information Ratio – 3 Years
1.38
0.49
Volatility – 1 Year
20.96%
16.90%
Volatility – 3 Years
18.52%
17.54%
Beta – 1 Year
1.12
0.86
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.60
-0.52
Sharpe Ratio – 3 Years
1.04
0.69
Worst Rolling Year
21.72%
3.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−18.76%
−19.46%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 66% · M 23%
Number of Stocks
25
20
Portfolio P/E
27.45
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%