Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Oro-alpha compounders
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%
2.98%
6 Months
4.24%
−0.13%
1 Year
17.00%
−2.80%
3 Years
21.79%
13.20%
5 Years
20.77%
—
Since Inception
20.65%
13.51%
Fund Age
5 yrs
3 yrs 8 mo
AUM
₹88.27 Cr
₹30.6 Cr
Alpha – 1 Year
12.28%
−5.78%
Alpha – 3 Years
9.70%
1.30%
Information Ratio – 3 Years
1.38
0.16
Volatility – 1 Year
20.96%
16.62%
Volatility – 3 Years
18.52%
16.99%
Beta – 1 Year
1.12
0.93
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.60
-0.42
Sharpe Ratio – 3 Years
1.04
0.50
Worst Rolling Year
21.72%
13.00%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−18.76%
−20.23%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 44% · M 26% · S 17%
Number of Stocks
25
24
Portfolio P/E
27.45
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%