Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Solidarity Advisors - Prudence
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%
8.45%
6 Months
4.24%
29.49%
1 Year
17.00%
37.09%
3 Years
21.79%
18.49%
5 Years
20.77%
12.39%
Since Inception
20.65%
18.64%
Fund Age
5 yrs
10 yrs 3 mo
AUM
₹88.27 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.28%
32.37%
Alpha – 3 Years
9.70%
6.40%
Information Ratio – 3 Years
1.38
0.52
Volatility – 1 Year
20.96%
25.02%
Volatility – 3 Years
18.52%
18.27%
Beta – 1 Year
1.12
1.22
Beta – 3 Years
1.04
0.89
Sharpe Ratio – 1 Year
0.60
1.18
Sharpe Ratio – 3 Years
1.04
0.74
Worst Rolling Year
21.72%
-0.28%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−18.76%
−13.15%
Recovery Period
428 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
30.26%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 11% · S 71%
Number of Stocks
25
13
Portfolio P/E
27.45
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%