Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−1.73%
6 Months
4.24%
6.62%
1 Year
17.00%
3.66%
3 Years
21.79%
7.96%
5 Years
20.77%
—
Since Inception
20.65%
12.37%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹88.27 Cr
₹134.62 Cr
Alpha – 1 Year
12.28%
0.68%
Alpha – 3 Years
9.70%
−3.93%
Information Ratio – 3 Years
1.38
-0.10
Volatility – 1 Year
20.96%
21.69%
Volatility – 3 Years
18.52%
21.88%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
0.60
0.02
Sharpe Ratio – 3 Years
1.04
0.21
Worst Rolling Year
21.72%
7.96%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−18.76%
−29.81%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
—
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%
—
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%