Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
SRE - Shield
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%
−0.37%
6 Months
4.24%
3.64%
1 Year
17.00%
6.24%
3 Years
21.79%
9.36%
5 Years
20.77%
8.05%
Since Inception
20.65%
9.66%
Fund Age
5 yrs
8 yrs 3 mo
AUM
₹88.27 Cr
₹32.8 Cr
Alpha – 1 Year
12.28%
6.59%
Alpha – 3 Years
9.70%
0.36%
Information Ratio – 3 Years
1.38
0.14
Volatility – 1 Year
20.96%
18.27%
Volatility – 3 Years
18.52%
15.46%
Beta – 1 Year
1.12
1.08
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
0.60
0.15
Sharpe Ratio – 3 Years
1.04
0.34
Worst Rolling Year
21.72%
6.25%
Value at Worst Rolling Year
₹1.22 Cr
₹1.06 Cr
Deepest Drawdown
−18.76%
−22.11%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 58% · M 28% · S 8%
Number of Stocks
25
33
Portfolio P/E
27.45
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%