Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
4.24%
27.88%
1 Year
17.00%
29.03%
3 Years
21.79%
18.18%
5 Years
20.77%
15.45%
Since Inception
20.65%
16.74%
Fund Age
5 yrs
10 yrs 9 mo
AUM
₹88.27 Cr
₹245.99 Cr
Alpha – 1 Year
12.28%
24.31%
Alpha – 3 Years
9.70%
6.09%
Information Ratio – 3 Years
1.38
0.49
Volatility – 1 Year
20.96%
21.97%
Volatility – 3 Years
18.52%
17.89%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
0.60
1.03
Sharpe Ratio – 3 Years
1.04
0.70
Worst Rolling Year
21.72%
1.53%
Value at Worst Rolling Year
₹1.22 Cr
₹1.02 Cr
Deepest Drawdown
−18.76%
−20.27%
Recovery Period
428 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 36% · M 27% · S 36%
Number of Stocks
25
44
Portfolio P/E
27.45
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%