Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
4.24%
9.42%
1 Year
17.00%
28.25%
3 Years
21.79%
18.47%
5 Years
20.77%
21.31%
Since Inception
20.65%
21.69%
Fund Age
5 yrs
5 yrs
AUM
₹88.27 Cr
₹79.02 Cr
Alpha – 1 Year
12.28%
23.53%
Alpha – 3 Years
9.70%
6.38%
Information Ratio – 3 Years
1.38
0.27
Volatility – 1 Year
20.96%
18.12%
Volatility – 3 Years
18.52%
27.25%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.60
1.18
Sharpe Ratio – 3 Years
1.04
0.56
Worst Rolling Year
21.72%
15.67%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−18.76%
−30.64%
Recovery Period
428 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 10% · M 9% · S 69%
Number of Stocks
25
34
Portfolio P/E
27.45
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%