Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
2.21%
6 Months
4.24%
21.04%
1 Year
17.00%
21.34%
3 Years
21.79%
19.08%
5 Years
20.77%
23.67%
Since Inception
20.65%
—
Fund Age
5 yrs
6 yrs 4 mo
AUM
₹88.27 Cr
₹364.08 Cr
Alpha – 1 Year
12.28%
21.69%
Alpha – 3 Years
9.70%
10.08%
Information Ratio – 3 Years
1.38
0.52
Volatility – 1 Year
20.96%
32.28%
Volatility – 3 Years
18.52%
28.08%
Beta – 1 Year
1.12
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
0.60
0.58
Sharpe Ratio – 3 Years
1.04
0.57
Worst Rolling Year
21.72%
15.61%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−18.76%
−31.98%
Recovery Period
428 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 90% · M 10%
Number of Stocks
25
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%