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 | 2.17% | -3.62% | 1.46% | -6.24% | 16.73% | 23.39% | - | - | 14.99% |
| BSE 500 TRI | 1.24% | -3.23% | 7.19% | -5.50% | 15.46% | 16.13% | - | - | 14.05% |
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 | 70.90 |
| Mid Cap | 15.70 |
| Small Cap | 12.40 |
| Cash | 1.00 |
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 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
