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

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

It falls under the MULTI CAP & FLEXI 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 10.02%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Magadh Capital Value For Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

Value For Growth

Start Date

02 August 2021

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vipul Prasad

1 Yr. Return

10.02%

3 Yr. Return

22.03%

5 Yr. Return

NA

Magadh Capital Value For Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

25

Top 5 Stocks%

37.41%

Top 5 Sectors%

71.37%

Portfolio Age

3 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Magadh Capital Value For Growth 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

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Magadh Capital Value For Growth PMS Investment Approach - Portfolio Composition

Large Cap

60.32%

Mid Cap

11.27%

Small Cap

26.27%

Cash & Equivalent

2.14%

Check out Business Opportunities with Similar Brands

Magadh Capital Value For Growth Portfolio Strategy - Top 5 Sectors

Financial Services

26.66%

Consumer Services

17.02%

Fast Moving Consumer Goods

8.02%

Capital Goods

9.76%

Consumer Durables

9.91%

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