Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
4.24%
1.92%
1 Year
17.00%
0.43%
3 Years
21.79%
—
5 Years
20.77%
—
Since Inception
20.65%
6.17%
Fund Age
5 yrs
2 yrs 2 mo
AUM
₹88.27 Cr
₹22.98 Cr
Alpha – 1 Year
12.28%
−2.55%
Alpha – 3 Years
9.70%
—
Information Ratio – 3 Years
1.38
—
Volatility – 1 Year
20.96%
16.90%
Volatility – 3 Years
18.52%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.60
-0.22
Sharpe Ratio – 3 Years
1.04
—
Worst Rolling Year
21.72%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−18.76%
−16.17%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 61% · M 14% · S 21%
Number of Stocks
25
41
Portfolio P/E
27.45
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%