Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
4.24%
13.10%
1 Year
17.00%
18.11%
3 Years
21.79%
14.56%
5 Years
20.77%
8.71%
Since Inception
20.65%
13.67%
Fund Age
5 yrs
11 yrs 2 mo
AUM
₹88.27 Cr
₹138.06 Cr
Alpha – 1 Year
12.28%
18.46%
Alpha – 3 Years
9.70%
5.57%
Information Ratio – 3 Years
1.38
0.62
Volatility – 1 Year
20.96%
22.83%
Volatility – 3 Years
18.52%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.60
0.61
Sharpe Ratio – 3 Years
1.04
0.55
Worst Rolling Year
21.72%
-8.44%
Value at Worst Rolling Year
₹1.22 Cr
₹0.92 Cr
Deepest Drawdown
−18.76%
−17.10%
Recovery Period
428 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
30.26%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 38% · M 14% · S 45%
Number of Stocks
25
18
Portfolio P/E
27.45
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%