To help investors create wealth over 3-5 years by delivering superior risk adjusted returns by taking some well calibrated volatility risks with low portfolio correlation
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Magadh Capital Advisors LLP Future Stars | -8.30% | -1.67% | -1.64% | 22.91% | 48.05% | 28.34% | - | - | 26.09% |
| BSE 500 TRI | -3.43% | -4.82% | -8.23% | 9.73% | 20.98% | 14.17% | - | 14.96% |
Portfolio Holdings
| Holding | % |
|---|---|
| CANARA BANK | 5.30 |
| V2 RETAIL LIMITED | 12.90 |
| ICICI BANK LIMITED | 2.20 |
| PG ELECTROPLAST LIMITED | 11.90 |
| STATE BANK OF INDIA LIMITED | 2.30 |
| POWER MECH PROJECTS LIMITED | 5.50 |
| Prestige Estates Projects LIMITED | 1.80 |
| INDIAN HOTELS COMPANY LIMITED | 6.90 |
| Zomato LIMITED | 4.80 |
| ETHOS LIMITED | 2.50 |
| ADITYA VISION LIMITED | 4.80 |
| VENUS PIPES & TUBES LIMITED | 5.40 |
| KRN Heat Exchanger and Refrigeration Limited | 4.20 |
| THOMAS COOK INDIA LTD. | 3.00 |
| POWER FINANCE CORPORATION LTD. | 3.70 |
| AUROBINDO PHARMA LIMITED | 4.00 |
| HINDALCO INDUSTRIES LTD | 2.50 |
| BAJAJ AUTO LIMITED | 1.70 |
| Indegene Ltd | 4.00 |
| ITD CEMENTATION INDIA LTD. | 3.50 |
| NATIONAL ALUMINIUM COMPANY LIMITED | 1.60 |
| Mazagon Dock Shipbuilders Limited | 4.40 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 13.50 |
| HEALTHCARE/Pharma | 12.30 |
| Consumer Durables | 14.40 |
| Metals | 4.10 |
| Auto/Ancs | 1.70 |
| Infra/Defence/Engineering | 18.70 |
| IT | 4.80 |
| Real Estate | 1.80 |
| Hotels & Resorts | 6.90 |
| Tour Travel Related Services | 3.00 |
| Retail | 17.70 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 17.20 |
| Mid Cap | 24.00 |
| Small Cap | 57.70 |
| Cash | 1.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
