To help investors create wealth over 2-4 years without taking undue risks
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 Value For Growth | 2.02% | -4.40% | 4.51% | 24.08% | 33.73% | 22.97% | 19.23% | ||
| BSE 500 TRI | -1.50% | -7.79% | -0.74% | 15.81% | 21.04% | 15.36% | 16.54% |
Portfolio Holdings
| Holding | % |
|---|---|
| STATE BANK OF INDIA LIMITED | 5.80 |
| ICICI BANK LIMITED | 7.00 |
| COAL INDIA LIMITED | 6.80 |
| AXIS BANK LIMITED | 5.20 |
| LARSEN AND TOUBRO LIMITED | 5.20 |
| ITC LTD | 4.50 |
| PG ELECTROPLAST LIMITED | 11.70 |
| NARAYANA HRUDAYALAYA LIMITED | 1.90 |
| INOX WIND LIMITED | 5.00 |
| CANARA BANK | 1.80 |
| BRITANNIA INDUSTRIES LIMITED | 8.20 |
| MAHINDRA AND MAHINDRA LTD | 4.80 |
| Elecon Engineering Company LIMITED | 0.00 |
| MARUTI SUZUKI INDIA LIMITED | 2.00 |
| TATA MOTORS LIMITED | 1.30 |
| AUROBINDO PHARMA LIMITED | 6.20 |
| POWER FINANCE CORPORATION LTD. | 3.80 |
| NTPC LIMITED | 2.00 |
| HINDALCO INDUSTRIES LTD | 5.10 |
| Zomato Limited | 5.90 |
| ITD CEMENTATION INDIA LTD. | 3.60 |
| KRN Heat Exchanger and Refrigeration Limited | 0.40 |
| INDIAN HOTELS COMPANY LIMITED | 1.30 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 23.49 |
| HEALTHCARE/Pharma | 8.02 |
| FMCG | 12.74 |
| Consumer Durables | 11.71 |
| Auto/Ancs | 8.12 |
| Infra/Defence/Engineering | 9.13 |
| Power/Utilities | 1.96 |
| Metals | 5.11 |
| Oil/Gas | 4.96 |
| Mining | 6.84 |
| IT/Software | 5.89 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 58.20 |
| Mid Cap | 11.90 |
| Small Cap | 29.50 |
| Cash | 0.40 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
