Value For Growth

Magadh Capital Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 August 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹30.41
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

A multi-cap, sector agnostic investment approach to buy good businesses with sustainable competitive advantages, or sustainably improving businesses, at fair price.

Investment Objective

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

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.60% -0.24% 0.84%
3 MONTHS 4.60% 5.02% -0.42%
6 MONTHS 0.82% 1.63% -0.81%
1 YEAR 2.59% 7.63% -5.04%
2 YEAR 12.82% 11.64% 1.18%
3 YEAR 22.43% 16.40% 6.03%
SINCE INCEPTION 15.25% 14.46% 0.79%

Calendar Year Performance

Year Return
CY 2025 2.59%
CY 2024 24.08%
CY 2022 4.00%
CY 2021 -3.46%

Financial Year Performance

Year Return
FY 26_YTD 6.32%
FY 25 14.89%
FY 24 58.58%
FY 23 -0.63%
FY 22 -4.12%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Vipul Prasad

Fund Manager, PMS

Vipul Prasad is the Founder and CEO of Magadh Capital Advisors LLP. He has been running the PMS, as the Fund Manager of Magadh Capital since August, 2021. Vipul has worked in senior roles in investment management, equity research, planning, marketing and maintenance in fields of investment banking and manufacturing in his career spanning over 26 years. Vipul was Fund Manager for Magadh Capital’s long-only equity fund (Alternative Investment Fund, Category III) for 3 years and had earlier worked for 12 years as an institutional equity research analyst with some of the largest and most reputed investments banks in the world (10 years with Morgan Stanley and before that, 1 year each with Motilal Oswal Securities and ABN AMRO), advising institutional investors- largely foreign institutional investors but also some of the largest Indian mutual funds and insurance companies- regarding stock investments in Indian markets.  He was consistently ranked amongst top equity analysts in client ratings – both internally as well as externally {Institutional Investor (2012, 2014, 2015), Asiamoney (2008)}, and in other rankings like India Today (2008) and Bloomberg (2007). He holds a Master’s in Business Administration from Indian Institute of Management, Kolkata (PGDM in Finance and Strategy) and a Bachelor’s degree (B. Tech in Mechanical Engineering) from Indian Institute of Technology, BHU, Varanasi.

Portfolio Details

Portfolio Composition

Large Cap
61.47%
Mid Cap
21.44%
Small Cap
15.47%
Cash & Equivalent
1.62%

Top 5 Holdings

  • Eternal Limited 8.39%
  • Force Motors Limited 8.25%
  • Canara Bank 7.81%
  • State Bank Of India 7.46%
  • One 97 Communications Limited 6.59%

Top 5 Sectors

  • Financial Services 30.62%
  • Automobile and Auto Components 17.24%
  • Consumer Services 16.10%
  • Capital Goods 8.46%
  • Fast Moving Consumer Goods 5.83%

Portfolio Characteristics

total number of stocks
25
top 5 stocks percent
38.50%
top 5 sectors percent
78.25%
average market cap
301250
portfolio age
4 Yrs, 4 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 12%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)