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) |
|---|---|---|---|
| -7.41% | 0.87 | 17.12% | 67.86% |
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 | 13.81% | 3.94% | 4.50% | 10.74% | 12.11% | 29.98% | - | - | 21.00% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | - | - | 12.18% |
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 9M | 76.54 | S&P BSE 500 TRI | 21.00% | 22 | 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 | 19.42% | -17.93% | 67.86% | 1.49% | 0.96 | 17.12% | -0.42 | 12.22% | 1.01 | 64.29 % |
| Nifty 500 | 18.54% | -18.29% | 0.25% | 0.95 | 10.38% | 1.07 | 62.50 % | |||
| Nifty Midcap 100 | 11.90% | -19.31% | -7.41% | 0.87 | 3.29% | 0.40 | 53.57 % | |||
| Nifty Smallcap 100 | 21.11% | -19.12% | 1.99% | 0.66 | 9.22% | 0.92 | 55.36 % | |||
| BSE 500 | 18.89% | -18.29% | 0.60% | 0.96 | 10.74% | 1.10 | 64.29 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 | 24.30 |
| Mid Cap | 42 |
| Small Cap | 32.40 |
| Cash | 1.30 |
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 30th April 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 Mar 26.
