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 | 2.50% | 11.50% | 2.37% | 10.22% | 28.39% | 26.57% | - | - | 17.10% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | 18.16% | - | - | 14.57% |
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 | 61.50 |
| Mid Cap | 12.10 |
| Small Cap | 25.30 |
| Cash | 1.10 |
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
