Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Turtle Wealth -Wealth 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%
4.93%
6 Months
4.24%
2.72%
1 Year
17.00%
22.88%
3 Years
21.79%
20.47%
5 Years
20.77%
15.12%
Since Inception
20.65%
17.02%
Fund Age
5 yrs
6 yrs 11 mo
AUM
₹88.27 Cr
₹261.05 Cr
Alpha – 1 Year
12.28%
18.16%
Alpha – 3 Years
9.70%
8.38%
Information Ratio – 3 Years
1.38
0.98
Volatility – 1 Year
20.96%
17.62%
Volatility – 3 Years
18.52%
15.64%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
0.60
0.97
Sharpe Ratio – 3 Years
1.04
0.94
Worst Rolling Year
21.72%
7.22%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−18.76%
−19.96%
Recovery Period
428 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 28% · M 19% · S 43%
Number of Stocks
25
18
Portfolio P/E
27.45
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%