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 | -4.25% | -3.93% | 5.51% | -4.44% | -5.35% | 9.21% | 10.48% | - | 10.94% |
| S&P BSE 500 TRI | -5.57% | -3.59% | 8.07% | -2.33% | -3.93% | 9.20% | 8.91% | - | 10.68% |
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 2M | 26.08 | S&P BSE 500 TRI | 10.94% | 23 | 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 | 6.98% | -4.62% | 63.79% | 2.36% | 1.09 | 17.57% | -0.35 | 6.01% | 0.64 | 62.07 % |
| Nifty 500 | 3.39% | -5.25% | -1.86% | 1.00 | 3.18% | 0.44 | 55.17 % | |||
| Nifty Midcap 100 | -4.02% | -5.98% | -10.00% | 0.83 | -4.80% | -0.71 | 39.66 % | |||
| Nifty Smallcap 100 | 2.40% | -6.33% | -3.93% | 0.62 | 0.20% | 0.02 | 48.28 % | |||
| BSE 500 | 3.85% | -5.24% | -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 | 39.90 |
| Mid Cap | 28.10 |
| Small Cap | 31.00 |
| 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 30th Sep 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.
