Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Badjate Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.11%
0.08%
6 Months
10.76%
9.62%
1 Year
8.14%
2.22%
3 Years
7.76%
18.64%
5 Years
10.03%
16.68%
Since Inception
11.69%
18.59%
Fund Age
6 yrs 8 mo
5 yrs
AUM
₹87.23 Cr
₹159.01 Cr
Alpha – 1 Year
8.57%
−0.76%
Alpha – 3 Years
−0.81%
6.74%
Information Ratio – 3 Years
0.02
0.40
Volatility – 1 Year
23.09%
25.41%
Volatility – 3 Years
18.26%
25.71%
Beta – 1 Year
1.29
1.32
Beta – 3 Years
1.11
1.31
Sharpe Ratio – 1 Year
0.21
-0.02
Sharpe Ratio – 3 Years
0.22
0.58
Worst Rolling Year
6.59%
17.76%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−25.42%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 7% · M 14% · S 74%
Number of Stocks
41
95
Portfolio P/E
25.23
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Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
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