Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.14%
6 Months
7.52%
7.28%
1 Year
10.06%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
8.30%
11.66%
Fund Age
14 mo
3 yrs 7 mo
AUM
₹27.97 Cr
₹81.86 Cr
Alpha – 1 Year
7.08%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
20.30%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.01
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.30
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−12.48%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 11% · M 21% · S 66%
Number of Stocks
62
25
Portfolio P/E
—
24.93
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%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0.5%