Future Stars

Magadh Capital Advisors LLP
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 August 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹66.64
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This investment strategy focuses on small-cap and mid-cap companies with the potential for significant growth in free cash flows over the next three to five years. The selection criteria include identifying companies poised for sector leadership or those well-positioned to benefit substantially from favorable industry trends.

Investment Objective

To facilitate long-term wealth creation for investors over a 3-5 year horizon, we aim to generate superior risk-adjusted returns. This will be achieved through the prudent acceptance of calculated volatility, coupled with a strategy designed to maintain low portfolio correlation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.06% -0.24% -0.82%
3 MONTHS 5.74% 5.02% 0.72%
6 MONTHS 1.98% 1.63% 0.35%
1 YEAR -3.11% 7.63% -10.74%
2 YEAR 18.06% 11.64% 6.42%
3 YEAR 30.22% 16.40% 13.82%
SINCE INCEPTION 21.69% 14.46% 7.23%

Calendar Year Performance

Year Return
CY 2025 -3.11%
CY 2024 43.87%
CY 2022 -1.64%
CY 2021 3.68%

Financial Year Performance

Year Return
FY 26_YTD 5.89%
FY 25 22.13%
FY 24 74.33%
FY 23 1.27%
FY 22 2.03%

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

Fund Managers

Vipul Prasad

Fund Manager, PMS

Mr. Vipul Prasad is the Founder and Chief Executive Officer of Magadh Capital Advisors LLP. He has been serving as the Fund Manager for the Magadh Capital Portfolio Management Service (PMS) since August 2021. With over 26 years of professional experience, Mr. Prasad has held senior positions across investment management, equity research, strategic planning, marketing, and maintenance within the investment banking and manufacturing sectors. Prior to his current role, Mr. Prasad managed Magadh Capital’s long-only equity fund, an Alternative Investment Fund (Category III), for three years. He also possesses 12 years of experience as an institutional equity research analyst at leading global investment banks. His tenure included 10 years with Morgan Stanley and a year each with Motilal Oswal Securities and ABN AMRO. In these roles, he provided advisory services on Indian equity investments to institutional investors, primarily foreign institutional investors, as well as prominent Indian mutual funds and insurance companies. Mr. Prasad has been consistently recognized for his analytical capabilities, achieving top rankings in client surveys by Institutional Investor (2012, 2014, 2015) and Asiamoney (2008). He was also featured in other notable rankings such as India Today (2008) and Bloomberg (2007). He holds a Master of Business Administration (PGDM) with a specialization in Finance and Strategy from the Indian Institute of Management, Kolkata. Additionally, he earned a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology, BHU, Varanasi.

Portfolio Details

Portfolio Composition

Large Cap
25.33%
Mid Cap
44.76%
Small Cap
29.22%
Cash & Equivalent
0.69%

Top 5 Holdings

  • Canara Bank 10.32%
  • One 97 Communications Limited 8.41%
  • Eternal Limited 7.80%
  • National Aluminium Co. Ltd. 7.25%
  • V2 Retail Limited 6.71%

Top 5 Sectors

  • Financial Services 35.86%
  • Consumer Services 22.91%
  • Capital Goods 13.34%
  • Metals & Mining 11.35%
  • Automobile and Auto Components 8.96%

Portfolio Characteristics

total number of stocks
23
top 5 stocks percent
40.49%
top 5 sectors percent
92.42%
average market cap
139850
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: 0.5%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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