Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SMC Global - 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%
5.80%
6 Months
4.24%
20.03%
1 Year
17.00%
17.27%
3 Years
21.79%
12.81%
5 Years
20.77%
11.98%
Since Inception
20.65%
14.70%
Fund Age
5 yrs
6 yrs 10 mo
AUM
₹88.27 Cr
₹201.68 Cr
Alpha – 1 Year
12.28%
12.55%
Alpha – 3 Years
9.70%
0.73%
Information Ratio – 3 Years
1.38
0.15
Volatility – 1 Year
20.96%
22.73%
Volatility – 3 Years
18.52%
20.11%
Beta – 1 Year
1.12
1.17
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.60
0.58
Sharpe Ratio – 3 Years
1.04
0.44
Worst Rolling Year
21.72%
7.98%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−18.76%
−25.65%
Recovery Period
428 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 38% · M 4% · S 49%
Number of Stocks
25
24
Portfolio P/E
27.45
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%