Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−1.39%
6 Months
4.24%
−2.47%
1 Year
17.00%
1.15%
3 Years
21.79%
8.53%
5 Years
20.77%
8.38%
Since Inception
20.65%
10.13%
Fund Age
5 yrs
8 yrs 2 mo
AUM
₹88.27 Cr
₹52.94 Cr
Alpha – 1 Year
12.28%
1.50%
Alpha – 3 Years
9.70%
−0.47%
Information Ratio – 3 Years
1.38
-0.50
Volatility – 1 Year
20.96%
18.43%
Volatility – 3 Years
18.52%
14.27%
Beta – 1 Year
1.12
1.13
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.60
-0.13
Sharpe Ratio – 3 Years
1.04
0.15
Worst Rolling Year
21.72%
7.57%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−18.76%
−16.90%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 64% · M 27% · S 1%
Number of Stocks
25
10
Portfolio P/E
27.45
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%