A multi-cap, sector agnostic investment approach to buy good businesses with sustainable competitive advantages, or sustainably improving businesses, at fair price.
+17.15%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
02 Aug '21
Total AUM
₹27.85Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.4%
Cash1.6%
Equity market cap split
Large Cap67.4%
Mid Cap19.0%
Small Cap13.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
VP
Vipul Prasad
Founder, CEO and Fund Manager
View details
About
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.
Experience
Over 26 years of experience across investment management, equity research, and senior management roles.
Investment philosophy
Specializes in investment management and institutional equity research in investment banking and manufacturing sectors.
Previously worked at
Morgan Stanley
Motilal Oswal Securities
ABN AMRO
Awards
Consistently ranked among top equity analysts by publications like Institutional Investor (2012, 2014, 2015), Asiamoney (2008), India Today (2008), and Bloomberg (2007).