Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
White Oak India Select Equity 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%
4.84%
6 Months
4.24%
7.61%
1 Year
17.00%
−0.76%
3 Years
21.79%
11.28%
5 Years
20.77%
9.58%
Since Inception
20.65%
11.67%
Fund Age
5 yrs
7 yrs 11 mo
AUM
₹88.27 Cr
₹12.5 Cr
Alpha – 1 Year
12.28%
−3.74%
Alpha – 3 Years
9.70%
−0.61%
Information Ratio – 3 Years
1.38
-0.06
Volatility – 1 Year
20.96%
20.02%
Volatility – 3 Years
18.52%
16.21%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
0.60
-0.22
Sharpe Ratio – 3 Years
1.04
0.41
Worst Rolling Year
21.72%
8.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−18.76%
−24.66%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 45% · S 35%
L 36% · M 30% · S 35%
Number of Stocks
25
15
Portfolio P/E
27.45
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%