Portfolio Management Services (PMS)Compare Schemes
AMETRA -FACTORCORE PMS vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
AMETRA -FACTORCORE PMS
BADJATE GROWTH FUND
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
2.52%
6 Months
−0.17%
7.52%
1 Year
14.07%
10.06%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
8.30%
Fund Age
12 mo
14 mo
AUM
₹1.06 Cr
₹27.97 Cr
Alpha – 1 Year
9.35%
7.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.45%
20.30%
Volatility – 3 Years
—
—
Beta – 1 Year
0.73
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.59
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.29%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 14% · S 32%
Number of Stocks
—
62
Portfolio P/E
—
—
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
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—