Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
True-Equity Factor Quant
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%
1.09%
6 Months
4.24%
3.47%
1 Year
17.00%
−3.80%
3 Years
21.79%
11.26%
5 Years
20.77%
—
Since Inception
20.65%
13.40%
Fund Age
5 yrs
3 yrs 11 mo
AUM
₹88.27 Cr
₹143.29 Cr
Alpha – 1 Year
12.28%
−6.78%
Alpha – 3 Years
9.70%
−0.63%
Information Ratio – 3 Years
1.38
-0.10
Volatility – 1 Year
20.96%
15.14%
Volatility – 3 Years
18.52%
16.91%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.60
-0.54
Sharpe Ratio – 3 Years
1.04
0.40
Worst Rolling Year
21.72%
11.18%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−18.76%
−27.14%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
—
Number of Stocks
25
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%