Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
1.47%
6 Months
4.24%
5.42%
1 Year
17.00%
9.64%
3 Years
21.79%
10.36%
5 Years
20.77%
7.75%
Since Inception
20.65%
11.08%
Fund Age
5 yrs
9 yrs 11 mo
AUM
₹88.27 Cr
₹66.05 Cr
Alpha – 1 Year
12.28%
9.99%
Alpha – 3 Years
9.70%
1.36%
Information Ratio – 3 Years
1.38
0.51
Volatility – 1 Year
20.96%
17.05%
Volatility – 3 Years
18.52%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.60
0.31
Sharpe Ratio – 3 Years
1.04
0.40
Worst Rolling Year
21.72%
0.57%
Value at Worst Rolling Year
₹1.22 Cr
₹1.01 Cr
Deepest Drawdown
−18.76%
−17.08%
Recovery Period
428 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
30.26%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
27.45
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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