Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
10.15%
6 Months
4.24%
31.39%
1 Year
17.00%
26.01%
3 Years
21.79%
19.28%
5 Years
20.77%
23.67%
Since Inception
20.65%
28.23%
Fund Age
5 yrs
5 yrs 4 mo
AUM
₹88.27 Cr
₹483.07 Cr
Alpha – 1 Year
12.28%
21.29%
Alpha – 3 Years
9.70%
7.19%
Information Ratio – 3 Years
1.38
0.38
Volatility – 1 Year
20.96%
27.77%
Volatility – 3 Years
18.52%
26.19%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.60
0.78
Sharpe Ratio – 3 Years
1.04
0.61
Worst Rolling Year
21.72%
19.29%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−18.76%
−32.66%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 12% · M 6% · S 81%
Number of Stocks
25
63
Portfolio P/E
27.45
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%