PMS details

    Future Stars

    Portfolio Management Service
    Magadh Capital Advisors Llpvs BSE 500 TRIAPMIInvestment approach
    ₹80 Cr

    Strategy AUM

    +8.75%

    Trailing 1Y return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    +2.62%
    3M
    +1.79%
    6M
    +5.39%
    9M
    1Y
    +8.75%
    2Y
    +13.56%
    3Y
    +27.76%
    4Y
    +27.05%
    5Y
    Since Inception
    +21.24%
    Strategy AUM
    ₹80 Cr
    Benchmark
    BSE 500 TRI

    Performance vs Benchmark

    Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month+2.62%−0.17%+2.79%
    3 Months+1.79%−2.34%+4.13%
    6 Months+5.39%−5.39%+10.78%
    1 Year+8.75%−0.07%+8.82%
    2 Years+13.56%+4.14%+9.42%
    3 Years+27.76%+13.46%+14.30%
    4 Years+27.05%+13.31%+13.74%
    5 Years+0.00%+0.00%+0.00%
    Since Inception+21.24%+11.91%+9.33%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 13 months

    MonthStrategyBenchmarkAlpha
    May-2026+2.62%−0.17%+2.79%
    Apr-2026+13.81%+10.38%+3.43%
    Mar-2026−12.84%−11.37%−1.47%
    Feb-2026+4.79%+0.45%+4.34%
    Jan-2026−0.13%−3.34%+3.21%
    Dec-2025−1.06%−0.24%−0.82%
    Nov-2025+1.75%+0.96%+0.79%
    Oct-2025+5.04%+4.27%+0.77%
    Sep-2025+1.43%+1.24%+0.19%
    Aug-2025−5.05%−1.75%−3.30%
    Jul-2025+0.13%−2.71%+2.84%
    Jun-2025+0.11%+3.68%−3.57%
    May-2025+4.50%+3.54%+0.96%

    Strategy Details

    APMI fact sheet

    Inception
    02 Aug 2021
    Age
    4.10 Years
    Min. investment
    ₹50,00,000
    Turnover (1Y)
    1.49×

    as of 31 May 2026

    Turnover (1M)
    0.06×
    Product
    Equity

    Asset classes

    Equity

    Investment objective

    To help investors create wealth over 3-5 years by delivering superior risk adjusted returns after taking some well calibrated volatility risks with low portfolio correlation.

    Fund Managers

    1 manager

    • Name

      Vipul Prasad

    Fees & Investment

    As disclosed to APMI

    Min. investment
    ₹50,00,000
    Fixed fees
    Not disclosed
    Variable fees
    Not disclosed
    Exit load
    Not disclosed

    APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.

    PMS Industry — SEBI

    Latest monthly aggregate

    Total PMS AUM
    ₹44.11 Lakh Cr
    Total clients
    2,23,279
    Discretionary
    ₹37.37 Lakh Cr
    Period
    july-2026

    Industry AUM by asset class (top 5)

    • Plain Debt Listed₹28.98 Lakh Cr
    • Listed Equity₹7.60 Lakh Cr
    • Plain Debt Unlisted₹5.00 Lakh Cr
    • Mutual Funds₹1.93 Lakh Cr
    • Others₹40,423 Cr

    About

    Provider
    Magadh Capital Advisors Llp
    Strategy
    Future Stars
    Benchmark
    BSE 500 TRI
    Source
    APMI

    Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.