Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Badjate Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
0.08%
6 Months
−5.38%
9.62%
1 Year
−6.70%
2.22%
3 Years
7.98%
18.64%
5 Years
—
16.68%
Since Inception
7.98%
18.59%
Fund Age
2 yrs 11 mo
5 yrs
AUM
₹7.31 Cr
₹159.01 Cr
Alpha – 1 Year
−6.35%
−0.76%
Alpha – 3 Years
−1.02%
6.74%
Information Ratio – 3 Years
-0.08
0.40
Volatility – 1 Year
17.44%
25.41%
Volatility – 3 Years
15.65%
25.71%
Beta – 1 Year
1.08
1.32
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
-0.61
-0.02
Sharpe Ratio – 3 Years
0.22
0.58
Worst Rolling Year
—
17.76%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−21.15%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 7% · M 14% · S 74%
Number of Stocks
66
95
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—