Magadh Capital Future Stars


Key Portfolio Attributes

Inception Date: 2nd August, 2021

Number of Stocks: 15-25

Fund Manager Name: Mr. Vipul Prasad

Fund Manager Experience: Fund manager for Magadh Capital’s long-only equity fund (Alternative Investment Fund, Category III) for last three years. Earlier, worked for 12 years in equity research.

Fund Manager Qualification: MBA (Finance) from IIM Calcutta; B.Tech (Mechanical Engineering ) from IIT Varanasi

Investment Objective

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

Investment Strategy

To identify and buy companies that can deliver multifold gains in free cash flows, can get into sector leadership and/or are positioned to gain disproportionately from industry tailwinds – over next 3-5 years.

Investment Philosophy

Risk management is crucial for long term wealth creation – capital protection is extremely important. Fundamental research with a probabilistic approach helps in reducing the impact of luck in investments by spotting mispriced stocks with good corporate governance




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio1.6%-0.4%3.0%-----6.1%
Nifty mid cap 100 0.6%-1.3%-1.9%-----7.4%



Portfolio Holdings


Holding %
KEI INDUSTRIES LTD. 7.83
Prestige Estates Projects Limited 7.72
TATA POWER COMPANY LIMITED 6.86
TCI EXPRESS LIMITED 6.27
MASTEK LIMITED 5.68
Top 5 Equity Holdings 34.36

Sector Allocation


Holding %
BFSI 20.92
IT 14.63
Realty 7.22
Power 7.18

Market Cap Allocation


Allocations %
Large Cap 29.6
Mid Cap 13.0
Small Cap 56.9
Cash 0.6

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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