Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
7.60%
6 Months
4.24%
26.61%
1 Year
17.00%
33.69%
3 Years
21.79%
25.74%
5 Years
20.77%
21.83%
Since Inception
20.65%
—
Fund Age
5 yrs
8 yrs 4 mo
AUM
₹88.27 Cr
₹158.52 Cr
Alpha – 1 Year
12.28%
29.93%
Alpha – 3 Years
9.70%
14.85%
Information Ratio – 3 Years
1.38
1.52
Volatility – 1 Year
20.96%
19.82%
Volatility – 3 Years
18.52%
19.44%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.60
1.29
Sharpe Ratio – 3 Years
1.04
1.16
Worst Rolling Year
21.72%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−18.76%
—
Recovery Period
428 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 31% · M 28% · S 38%
Number of Stocks
25
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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%
2% / 0% / 0%