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) |
|---|---|---|---|
| 1.28% | 0.94 | 20.26% | 68.97% |
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 | -4.42% | -2.87% | 14.31% | 10.25% | -0.06% | 19.19% | 18.88% | - | 19.24% |
| S&P BSE 500 TRI | -5.57% | -3.59% | 8.07% | -2.33% | -3.93% | 9.20% | 8.91% | - | 10.68% |
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 | 5Y 2M | 92.09 | S&P BSE 500 TRI | 19.24% | 24 | 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 | 45.98% | -32.35% | 68.97% | 13.63% | 1.17 | 20.26% | 0.25 | 14.45% | 1.18 | 65.52 % |
| Nifty 500 | 42.75% | -33.34% | 9.41% | 1.10 | 11.62% | 1.20 | 63.79 % | |||
| Nifty Midcap 100 | 35.68% | -34.4% | 1.28% | 0.94 | 3.64% | 0.46 | 53.45 % | |||
| Nifty Smallcap 100 | 42.41% | -35.07% | 7.34% | 0.69 | 8.64% | 0.85 | 55.17 % | |||
| BSE 500 | 43.19% | -33.31% | 9.88% | 1.11 | 12.04% | 1.24 | 65.52 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 30.50 |
| HEALTHCARE/Pharma | 4.60 |
| Consumer Durables | 2.60 |
| Metals | 6.10 |
| Auto/Ancs | 10.10 |
| Infra/Defence/Engineering | 18.20 |
| IT | 5.30 |
| Real Estate | 1.80 |
| Hotels & Resorts | 1.70 |
| Tour Travel Related Services | 3.00 |
| Retail | 16.00 |
| 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 | 18.50 |
| Mid Cap | 44.70 |
| Small Cap | 36.30 |
| Cash | 0.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Sep 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
