Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SBI AEON ALPHA PMS
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%
0.41%
6 Months
4.24%
20.81%
1 Year
17.00%
15.63%
3 Years
21.79%
13.76%
5 Years
20.77%
—
Since Inception
20.65%
14.77%
Fund Age
5 yrs
4 yrs 6 mo
AUM
₹88.27 Cr
₹751.68 Cr
Alpha – 1 Year
12.28%
16.06%
Alpha – 3 Years
9.70%
5.19%
Information Ratio – 3 Years
1.38
0.25
Volatility – 1 Year
20.96%
18.90%
Volatility – 3 Years
18.52%
16.75%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
1.04
0.79
Sharpe Ratio – 1 Year
0.60
0.57
Sharpe Ratio – 3 Years
1.04
0.53
Worst Rolling Year
21.72%
13.60%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−18.76%
−21.60%
Recovery Period
428 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 16% · M 11% · S 70%
Number of Stocks
25
—
Portfolio P/E
27.45
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%