Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
4.24%
9.86%
1 Year
17.00%
32.16%
3 Years
21.79%
19.13%
5 Years
20.77%
12.16%
Since Inception
20.65%
16.12%
Fund Age
5 yrs
5 yrs 10 mo
AUM
₹88.27 Cr
₹170.31 Cr
Alpha – 1 Year
12.28%
27.44%
Alpha – 3 Years
9.70%
7.04%
Information Ratio – 3 Years
1.38
0.58
Volatility – 1 Year
20.96%
17.07%
Volatility – 3 Years
18.52%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.60
1.42
Sharpe Ratio – 3 Years
1.04
0.79
Worst Rolling Year
21.72%
0.71%
Value at Worst Rolling Year
₹1.22 Cr
₹1.01 Cr
Deepest Drawdown
−18.76%
−30.82%
Recovery Period
428 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
30.26%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 11% · M 1% · S 72%
Number of Stocks
25
18
Portfolio P/E
27.45
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%