To help investors create wealth over 2-4 years without taking undue risks
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 Value For Growth | 4.23% | 1.64% | 4.42% | 3.70% | 20.03% | 22.43% | - | - | 15.79% |
| S&P BSE 500 TRI | 4.27% | 3.72% | 8.33% | 5.32% | 19.63% | 16.20% | - | - | 14.88% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 23.00 |
| HEALTHCARE/Pharma | 9.40 |
| FMCG | 8.30 |
| Consumer Durables | 17.10 |
| Auto/Ancs | 7.30 |
| Infra/Defence/Engineering | 10.40 |
| Power/Utilities | 1.70 |
| Metals | 4.90 |
| Oil/Gas | 4.00 |
| Mining | 4.10 |
| IT/Software | 5.40 |
| Hotels & Resorts | 4.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 67.40 |
| Mid Cap | 19.00 |
| Small Cap | 13.10 |
| Cash | 0.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 31 Oct 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
