Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
BADJATE GROWTH FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
2.52%
6 Months
23.68%
7.52%
1 Year
18.36%
10.06%
3 Years
19.56%
—
5 Years
16.83%
—
Since Inception
14.91%
8.30%
Fund Age
9 yrs 3 mo
14 mo
AUM
₹884.23 Cr
₹27.97 Cr
Alpha – 1 Year
13.64%
7.08%
Alpha – 3 Years
7.47%
—
Information Ratio – 3 Years
0.73
—
Volatility – 1 Year
27.03%
20.30%
Volatility – 3 Years
23.64%
—
Beta – 1 Year
1.39
1.01
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.30
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
-7.52%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−24.68%
−12.48%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
L 46% · M 14% · S 32%
Number of Stocks
18
62
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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