Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Vallum India Discovery
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%
8.27%
6 Months
4.24%
25.28%
1 Year
17.00%
14.17%
3 Years
21.79%
11.84%
5 Years
20.77%
13.19%
Since Inception
20.65%
20.72%
Fund Age
5 yrs
5 yrs 11 mo
AUM
₹88.27 Cr
₹1,246.45 Cr
Alpha – 1 Year
12.28%
9.45%
Alpha – 3 Years
9.70%
−0.25%
Information Ratio – 3 Years
1.38
0.04
Volatility – 1 Year
20.96%
23.38%
Volatility – 3 Years
18.52%
20.74%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
0.60
0.45
Sharpe Ratio – 3 Years
1.04
0.42
Worst Rolling Year
21.72%
8.63%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−18.76%
−32.42%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
—
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%
—
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0.5% / 0%