Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Badjate Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.48%
0.08%
6 Months
−4.38%
9.62%
1 Year
−4.58%
2.22%
3 Years
4.80%
18.64%
5 Years
3.85%
16.68%
Since Inception
17.02%
18.59%
Fund Age
25 yrs 6 mo
5 yrs
AUM
₹724.64 Cr
₹159.01 Cr
Alpha – 1 Year
−7.56%
−0.76%
Alpha – 3 Years
−7.08%
6.74%
Information Ratio – 3 Years
-1.30
0.40
Volatility – 1 Year
16.92%
25.41%
Volatility – 3 Years
16.49%
25.71%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
1.01
1.31
Sharpe Ratio – 1 Year
-0.52
-0.02
Sharpe Ratio – 3 Years
0.04
0.58
Worst Rolling Year
-12.59%
17.76%
Value at Worst Rolling Year
₹0.87 Cr
₹1.18 Cr
Deepest Drawdown
−23.98%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
28.84%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 7% · M 14% · S 74%
Number of Stocks
22
95
Portfolio P/E
32.63
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Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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