Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
0.08%
6 Months
−2.32%
9.62%
1 Year
−4.30%
2.22%
3 Years
4.86%
18.64%
5 Years
5.12%
16.68%
Since Inception
13.15%
18.59%
Fund Age
16 yrs 7 mo
5 yrs
AUM
₹21.07 Cr
₹159.01 Cr
Alpha – 1 Year
−7.28%
−0.76%
Alpha – 3 Years
−7.02%
6.74%
Information Ratio – 3 Years
-1.10
0.40
Volatility – 1 Year
16.85%
25.41%
Volatility – 3 Years
18.06%
25.71%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
1.07
1.31
Sharpe Ratio – 1 Year
-0.50
-0.02
Sharpe Ratio – 3 Years
0.05
0.58
Worst Rolling Year
-4.57%
17.76%
Value at Worst Rolling Year
₹0.95 Cr
₹1.18 Cr
Deepest Drawdown
−24.09%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 7% · M 14% · S 74%
Number of Stocks
34
95
Portfolio P/E
41.34
—
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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