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Magadh Capital Future Stars PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Magadh Capital Future Stars PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL & MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 13.49%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Magadh Capital Future Stars PMS Strategy or Investment Approach - PMS Details

Strategy Name

Future Stars

Start Date

02 August 2021

Category

SMALL & MID CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vipul Prasad

1 Yr. Return

13.49%

3 Yr. Return

28.10%

5 Yr. Return

NA

Magadh Capital Future Stars Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

23

Top 5 Stocks%

43.46%

Top 5 Sectors%

85.59%

Portfolio Age

3 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Magadh Capital Future Stars PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

12% (Profit Sharing Above 10%)

Exit Load 1st Year

0.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Magadh Capital Future Stars PMS Investment Approach - Portfolio Composition

Large Cap

19.39%

Mid Cap

27.09%

Small Cap

50.37%

Cash & Equivalent

3.15%

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Magadh Capital Future Stars Portfolio Strategy - Top 5 Sectors

Financial Services

14.51%

Healthcare

7.92%

Consumer Services

31.49%

Capital Goods

15.50%

Consumer Durables

16.17%

Customer ratings and reviews of Magadh Capital Future Stars PMS Strategy

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