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 | 1.75% | 8.41% | 3.19% | 1.72% | 21.74% | 30.32% | - | - | 22.46% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.17% | 15.26% | - | - | 14.83% |
Portfolio Holdings
| Holding | % |
|---|
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 | 23.90 |
| Mid Cap | 45.30 |
| Small Cap | 28.70 |
| Cash | 2.10 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
