Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Purnartha Vision Strategy
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%
5.60%
6 Months
4.24%
9.69%
1 Year
17.00%
14.36%
3 Years
21.79%
13.50%
5 Years
20.77%
8.53%
Since Inception
20.65%
11.34%
Fund Age
5 yrs
5 yrs 5 mo
AUM
₹88.27 Cr
₹190.75 Cr
Alpha – 1 Year
12.28%
9.64%
Alpha – 3 Years
9.70%
1.41%
Information Ratio – 3 Years
1.38
0.20
Volatility – 1 Year
20.96%
24.59%
Volatility – 3 Years
18.52%
18.73%
Beta – 1 Year
1.12
1.16
Beta – 3 Years
1.04
1.03
Sharpe Ratio – 1 Year
0.60
0.44
Sharpe Ratio – 3 Years
1.04
0.52
Worst Rolling Year
21.72%
8.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−18.76%
−18.32%
Recovery Period
428 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 16% · M 12% · S 39%
Number of Stocks
25
—
Portfolio P/E
27.45
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%