Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
Wright Factor Fund
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%
10.96%
6 Months
4.24%
14.84%
1 Year
17.00%
16.93%
3 Years
21.79%
—
5 Years
20.77%
—
Since Inception
20.65%
20.33%
Fund Age
5 yrs
3 yrs
AUM
₹88.27 Cr
₹214.05 Cr
Alpha – 1 Year
12.28%
12.21%
Alpha – 3 Years
9.70%
—
Information Ratio – 3 Years
1.38
0.51
Volatility – 1 Year
20.96%
22.29%
Volatility – 3 Years
18.52%
21.03%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
0.60
0.57
Sharpe Ratio – 3 Years
1.04
0.72
Worst Rolling Year
21.72%
18.92%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−18.76%
−27.91%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
L 12% · M 21% · S 55%
Number of Stocks
25
25
Portfolio P/E
27.45
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%