Magadh Capital Value for Growth


Key Portfolio Attributes

Inception Date: 2nd August, 2021

Number of Stocks: 15-25

Fund Manager Name: Mr. Vipul Prasad

Fund Manager Experience: Fund manager for Magadh Capital’s long-only equity fund (Alternative Investment Fund, Category III) for last three years. Earlier, worked for 12 years in equity research.

Fund Manager Qualification: MBA (Finance) from IIM Calcutta; B.Tech (Mechanical Engineering ) from IIT Varanasi

Investment Objective

To help investors create wealth over 2-4 years without taking undue risks

Investment Strategy

To buy good companies with sustainable competitive advantages, or sustainably improving businesses, at fair price. They key markers for competitive advantages that they focus on are earnings growth and return ratios.

Investment Philosophy

Risk management is crucial for long term wealth creation – capital protection is extremely important. Fundamental research with a probabilistic approach helps in reducing the impact of luck in investments by spotting mispriced stocks with good corporate governance




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.9%-1.6%-1.4%------1.8%
Nifty 500-0.8%-0.9%-2.0%-----8.2%



Portfolio Holdings


Holding %
KEI INDUSTRIES LTD. 7.48
STATE BANK OF INDIA LIMITED 6.97
LARSEN AND TOUBRO LIMITED 6.74
ICICI BANK LIMITED 6.46
INFOSYS LIMITED 5.44
Top 5 Equity Holdings 33.09

Sector Allocation


Holding %
BFSI 22.03
IT 15.95
Industrial 9.97
Autos 9.55
Realty 7.50

Market Cap Allocation


Allocations %
Large Cap 44.0
Mid Cap 9.2
Small Cap 44.7
Cash 2.1

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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