Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
4.43%
6 Months
7.52%
22.24%
1 Year
10.06%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
8.30%
19.53%
Fund Age
14 mo
11 yrs
AUM
₹27.97 Cr
₹101.92 Cr
Alpha – 1 Year
7.08%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
—
0.61
Volatility – 1 Year
20.30%
21.87%
Volatility – 3 Years
—
21.68%
Beta – 1 Year
1.01
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.30
0.75
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−12.48%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 15% · M 12% · S 59%
Number of Stocks
62
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%