To help investors create wealth over 2-4 years without taking undue risks
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -1.86% | 1.00 | 17.57% | 63.79% |
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 | -0.94% | -0.81% | -2.66% | -3.91% | -2.30% | 12.98% | - | - | 12.01% |
| S&P BSE 500 TRI | 2.19% | 3.78% | 1.99% | 2.98% | 0.42% | 11.89% | - | - | 12.36% |
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 | 5Y 0M | 27.16 | S&P BSE 500 TRI | 12.01% | 25 | 14 |
| 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 | 6.94% | -4.58% | 63.79% | 2.36% | 1.09 | 17.57% | -0.35 | 6.01% | 0.64 | 62.07 % |
| Nifty 500 | 3.35% | -5.21% | -1.86% | 1.00 | 3.18% | 0.44 | 55.17 % | |||
| Nifty Midcap 100 | -4.07% | -5.93% | -10.00% | 0.83 | -4.80% | -0.71 | 39.66 % | |||
| Nifty Smallcap 100 | 2.35% | -6.28% | -3.93% | 0.62 | 0.20% | 0.02 | 48.28 % | |||
| BSE 500 | 3.81% | -5.2% | -1.39% | 1.01 | 3.60% | 0.50 | 56.90 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 28.80 |
| HEALTHCARE/Pharma | 2.00 |
| FMCG | 4.00 |
| Consumer Durables | 1.80 |
| Auto/Ancs | 11.40 |
| Infra/Defence/Engineering | 10.10 |
| Power/Utilities | 7.80 |
| Metals | 5.90 |
| Oil/Gas | 4.00 |
| Mining | 3.80 |
| IT/Software | 5.60 |
| Hotels & Resorts | 2.10 |
| Retail | 9.40 |
| Telecom | 3.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 48.10 |
| Mid Cap | 29.00 |
| Small Cap | 21.30 |
| Cash | 1.60 |
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 31st July 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 May 26.
