Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Phillip Capital - Emerging India 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%
3.88%
6 Months
4.24%
18.21%
1 Year
17.00%
11.44%
3 Years
21.79%
9.27%
5 Years
20.77%
10.90%
Since Inception
20.65%
13.08%
Fund Age
5 yrs
9 yrs
AUM
₹88.27 Cr
₹29.3 Cr
Alpha – 1 Year
12.28%
6.74%
Alpha – 3 Years
9.70%
−1.95%
Information Ratio – 3 Years
1.38
-0.21
Volatility – 1 Year
20.96%
23.26%
Volatility – 3 Years
18.52%
18.09%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
0.60
0.35
Sharpe Ratio – 3 Years
1.04
0.32
Worst Rolling Year
21.72%
0.11%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−18.76%
−21.53%
Recovery Period
428 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
30.26%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 6% · M 32% · S 55%
Number of Stocks
25
23
Portfolio P/E
27.45
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%