Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
11.42%
6 Months
4.24%
35.03%
1 Year
17.00%
37.21%
3 Years
21.79%
27.05%
5 Years
20.77%
21.76%
Since Inception
20.65%
19.33%
Fund Age
5 yrs
6 yrs 10 mo
AUM
₹88.27 Cr
₹2,975 Cr
Alpha – 1 Year
12.28%
23.77%
Alpha – 3 Years
9.70%
6.78%
Information Ratio – 3 Years
1.38
5.24
Volatility – 1 Year
20.96%
18.59%
Volatility – 3 Years
18.52%
19.39%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
0.60
1.44
Sharpe Ratio – 3 Years
1.04
0.98
Worst Rolling Year
21.72%
-6.18%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−18.76%
—
Recovery Period
428 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
30.26%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
—
Number of Stocks
25
14
Portfolio P/E
27.45
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%