Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
BIN73 SUNRISEALPHA
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
2.52%
3.30%
6 Months
7.52%
28.07%
1 Year
10.06%
19.77%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
18.55%
Fund Age
14 mo
1 yr 9 mo
AUM
₹27.97 Cr
₹46.14 Cr
Alpha – 1 Year
7.08%
15.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
36.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−25.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
S 98%
Number of Stocks
62
15
Portfolio P/E
—
22.07
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%
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 0% / 0%