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 | 4.50% | 11.13% | -1.43% | 18.56% | 38.46% | 33.80% | - | - | 23.89% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | 18.16% | - | - | 14.57% |
Portfolio Holdings
| Holding | % |
|---|---|
| CANARA BANK | 5.40 |
| V2 RETAIL LIMITED | 11.90 |
| ICICI BANK LIMITED | 3.10 |
| PG ELECTROPLAST LIMITED | 11.40 |
| STATE BANK OF INDIA LIMITED | 2.40 |
| POWER MECH PROJECTS LIMITED | 5.50 |
| CANARA BANK | 5.40 |
| V2 RETAIL LIMITED | 11.90 |
| ICICI BANK LIMITED | 3.10 |
| PG ELECTROPLAST LIMITED | 11.40 |
| STATE BANK OF INDIA LIMITED | 2.40 |
| POWER MECH PROJECTS LIMITED | 5.50 |
| CANARA BANK | 5.40 |
| V2 RETAIL LIMITED | 11.90 |
| ICICI BANK LIMITED | 3.10 |
| PG ELECTROPLAST LIMITED | 11.40 |
| STATE BANK OF INDIA LIMITED | 2.40 |
| POWER MECH PROJECTS LIMITED | 5.50 |
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 | 21.40 |
| Mid Cap | 28.60 |
| Small Cap | 46.90 |
| Cash | 3.10 |
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 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
