- Manager
- Magadh Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Value for Growth
−4.44%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Magadh Capital Advisors’ Value for Growth returned −4.44% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹26.08 crore across its clients.
Key numbers
- AUM
- ₹26.08 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.19×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.25% | −5.57% | +1.32% |
| 3 months | −3.93% | −3.59% | −0.34% |
| 6 months | +5.51% | +8.07% | −2.56% |
| 1 year | −4.44% | −2.33% | −2.11% |
| 2 years | −5.35% | −3.93% | −1.42% |
| 3 years | +9.21% | +9.20% | +0.01% |
| 4 years | +15.76% | +11.22% | +4.54% |
| 5 years | +10.48% | +8.91% | +1.57% |
| Since inception | +10.94% | +10.68% | +0.26% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.66%₹25.73 Cr
- Cash and other1.34%₹0.35 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.24 Cr
- Outflow, Sep 2026
- ₹0.50 Cr
- Net, Sep 2026
- −₹0.26 Cr
- Net, FY to date
- −₹1.09 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.19×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Value for Growth returned?
−4.44% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.25%; 3 months: −3.93%; 6 months: 5.51%; 1 year: −4.44%; 2 years: −5.35%; 3 years: 9.21%; 4 years: 15.76%; 5 years: 10.48%; Since inception: 10.94%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.11 percentage points behind.
How much does Value for Growth manage?
₹26.08 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Value for Growth?
Magadh Capital Advisors, a SEBI-registered portfolio manager (INP000007155), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app