COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 66.64 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.25% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 12% Profit Sharing Above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 4 years, 6 months |
.jpg?size=136:136 "Vipul Prasad") Vipul Prasad | |||
| Profile | 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 8.96% Capital Goods 13.34% Consumer Services 22.91% Financial Services 35.86% Metals & Mining 11.35% | ||
| Stock Holdings | Canara Bank 10.32% Eternal Limited 7.8% Hitachi Energy India Limited 5.91% National Aluminium Co. Ltd. 7.25% One 97 Communications Limited 8.41% V2 Retail Limited 6.71% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 0.50% if redeemed in 0-1 year, 0% thereafter. |
