Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SageOne Large and Midcap 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%
2.20%
6 Months
4.24%
6.00%
1 Year
17.00%
4.90%
3 Years
21.79%
18.50%
5 Years
20.77%
—
Since Inception
20.65%
16.60%
Fund Age
5 yrs
3 yrs
AUM
₹88.27 Cr
₹209.72 Cr
Alpha – 1 Year
12.28%
0.20%
Alpha – 3 Years
9.70%
6.40%
Information Ratio – 3 Years
1.38
1.16
Volatility – 1 Year
20.96%
19.79%
Volatility – 3 Years
18.52%
17.07%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.60
0.07
Sharpe Ratio – 3 Years
1.04
0.81
Worst Rolling Year
21.72%
18.52%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−18.76%
−19.68%
Recovery Period
428 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 67% · M 33%
Number of Stocks
25
24
Portfolio P/E
27.45
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%