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
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.78% | 0.91 | 15.57% | 69.81% |
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 | -1.06% | 5.74% | 1.98% | -3.11% | 18.06% | 30.22% | - | - | 21.69% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | 16.40% | - | - | 14.46% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Magadh Capital Advisors LLP Future Stars | Small & Mid Cap | Mr. Vipul Prasad | 02 August 2021 | 4Y 6M | 66.64 | S&P BSE 500 TRI | 21.69% | 23 | 21 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -13.48% | -0.12% | 69.81% | -13.60% | 0.92 | 15.57% | -0.43 | 11.63% | 0.96 | 64.15 % |
| Nifty 500 | -9.89% | 0.11% | -9.78% | 0.91 | 9.77% | 1.01 | 62.26 % | |||
| Nifty Midcap 100 | -9.20% | 0.36% | -8.84% | 0.74 | 2.83% | 0.36 | 52.83 % | |||
| Nifty Smallcap 100 | 1.88% | 0.65% | 2.53% | 0.57 | 8.44% | 0.86 | 54.72 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Canara Bank | 10.32 |
| One 97 Communications Ltd | 8.41 |
| Eternal Ltd | 7.80 |
| National Aluminium Company Ltd | 7.25 |
| V2 Retail Ltd | 6.71 |
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 |
| BFSI | 24.70 |
| HEALTHCARE/Pharma | 4.00 |
| Consumer Durables | 5.30 |
| Metals | 8.00 |
| Cement | 3.00 |
| Auto/Ancs | 7.00 |
| Infra/Defence/Engineering | 13.30 |
| IT | 16.70 |
| Hotels & Resorts | 4.40 |
| Retail | 10.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40.32 |
| Mid Cap | 29.77 |
| Small Cap | 29.22 |
| Cash | 0.69 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
