Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Sowilo Multicap Fund
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%
3.12%
6 Months
4.24%
20.18%
1 Year
17.00%
17.30%
3 Years
21.79%
18.32%
5 Years
20.77%
—
Since Inception
20.65%
21.17%
Fund Age
5 yrs
3 yrs 2 mo
AUM
₹88.27 Cr
₹171.55 Cr
Alpha – 1 Year
12.28%
12.58%
Alpha – 3 Years
9.70%
6.23%
Information Ratio – 3 Years
1.38
0.82
Volatility – 1 Year
20.96%
24.39%
Volatility – 3 Years
18.52%
21.61%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
0.60
0.55
Sharpe Ratio – 3 Years
1.04
0.70
Worst Rolling Year
21.72%
18.30%
Value at Worst Rolling Year
₹1.22 Cr
₹1.18 Cr
Deepest Drawdown
−18.76%
−26.88%
Recovery Period
428 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 4% · M 4% · S 88%
Number of Stocks
25
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%