Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Unifi APJ 20*
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%
3.07%
6 Months
4.24%
13.63%
1 Year
17.00%
10.76%
3 Years
21.79%
13.00%
5 Years
20.77%
13.13%
Since Inception
20.65%
20.07%
Fund Age
5 yrs
10 yrs 11 mo
AUM
₹88.27 Cr
₹942.94 Cr
Alpha – 1 Year
12.28%
6.04%
Alpha – 3 Years
9.70%
0.91%
Information Ratio – 3 Years
1.38
0.27
Volatility – 1 Year
20.96%
18.61%
Volatility – 3 Years
18.52%
17.55%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
0.60
0.35
Sharpe Ratio – 3 Years
1.04
0.49
Worst Rolling Year
21.72%
-10.32%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−18.76%
−17.59%
Recovery Period
428 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
30.26%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 15% · M 3% · S 82%
Number of Stocks
25
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Portfolio P/E
27.45
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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