Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
BADJATE GROWTH FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.52%
6 Months
−2.30%
7.52%
1 Year
1.68%
10.06%
3 Years
13.91%
—
5 Years
—
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Since Inception
14.05%
8.30%
Fund Age
3 yrs 10 mo
14 mo
AUM
₹53.78 Cr
₹27.97 Cr
Alpha – 1 Year
−3.04%
7.08%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
20.30%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.01
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
0.30
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−12.48%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 46% · M 14% · S 32%
Number of Stocks
—
62
Portfolio P/E
—
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Top 5 Holdings
—
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
—
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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