Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
BADJATE GROWTH FUND
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.52%
6 Months
3.88%
7.52%
1 Year
−7.98%
10.06%
3 Years
11.06%
—
5 Years
10.06%
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Since Inception
11.56%
8.30%
Fund Age
5 yrs 3 mo
14 mo
AUM
₹106.37 Cr
₹27.97 Cr
Alpha – 1 Year
−10.96%
7.08%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
20.30%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.01
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.30
Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 46% · M 14% · S 32%
Number of Stocks
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62
Portfolio P/E
—
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Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
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Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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