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 | -4.55% | -3.18% | -5.72% | 13.14% | 33.29% | 20.35% | - | - | 17.16% |
| BSE 500 TRI | -3.43% | -4.82% | -8.23% | 9.73% | 20.98% | 14.17% | - | 14.96% |
Portfolio Holdings
| Holding | % |
|---|---|
| STATE BANK OF INDIA LIMITED | 5.70 |
| ICICI BANK LIMITED | 7.20 |
| COAL INDIA LIMITED | 4.10 |
| AXIS BANK LIMITED | 4.80 |
| LARSEN AND TOUBRO LIMITED | 4.30 |
| ITC LTD | 4.50 |
| PG ELECTROPLAST LIMITED | 9.10 |
| NARAYANA HRUDAYALAYA LIMITED | 2.20 |
| INOX WIND LIMITED | 4.00 |
| CANARA BANK | 1.80 |
| BRITANNIA INDUSTRIES LIMITED | 3.70 |
| MAHINDRA AND MAHINDRA LTD | 3.60 |
| V2 RETAIL LIMITED | 8.00 |
| MARUTI SUZUKI INDIA LIMITED | 2.40 |
| TATA MOTORS LIMITED | 1.20 |
| AUROBINDO PHARMA LIMITED | 5.10 |
| POWER FINANCE CORPORATION LTD. | 3.60 |
| NTPC LIMITED | 1.70 |
| HINDALCO INDUSTRIES LTD | 4.90 |
| Zomato Limited | 5.40 |
| ITD CEMENTATION INDIA LTD. | 3.80 |
| KRN Heat Exchanger and Refrigeration Limited | 2.40 |
| INDIAN HOTELS COMPANY LIMITED | 4.20 |
| Mazagon Dock Shipbuilders Limited | 2.10 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 23.00 |
| HEALTHCARE/Pharma | 9.40 |
| FMCG | 8.30 |
| Consumer Durables | 17.10 |
| Auto/Ancs | 7.30 |
| Infra/Defence/Engineering | 10.40 |
| Power/Utilities | 1.70 |
| Metals | 4.90 |
| Oil/Gas | 4.00 |
| Mining | 4.10 |
| IT/Software | 5.40 |
| Hotels & Resorts | 4.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 57.00 |
| Mid Cap | 13.20 |
| Small Cap | 29.60 |
| Cash | 0.20 |
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 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
