To help investors create wealth over 2-4 years without taking undue risks
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.31% | 1.01 | 16.55% | 62.5% |
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 | -12.99% | -13.41% | -9.43% | -8.11% | 2.75% | 18.75% | - | - | 10.91% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | - | - | 10.05% |
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 Value For Growth | Multi Cap & Flexi Cap | Mr. Vipul Prasad | 02 August 2021 | 4Y 8M | 25.7 | S&P BSE 500 TRI | 10.91% | 26 | 12 |
| 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 | 0.82% | -3.88% | 62.5% | -3.06% | 1.03 | 16.55% | -0.71 | 5.12% | 0.54 | 60.71 % |
| Nifty 500 | -0.08% | -4.23% | -4.31% | 1.01 | 3.29% | 0.45 | 55.36 % | |||
| Nifty Midcap 100 | -7.05% | -4.92% | -11.97% | 0.91 | -3.80% | -0.57 | 41.07 % | |||
| Nifty Smallcap 100 | 2.39% | -4.96% | -2.57% | 0.71 | 2.12% | 0.21 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 | 59.70 |
| Mid Cap | 16.00 |
| Small Cap | 20.50 |
| Cash | 3.80 |
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 31st March 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.
