Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.00%
6 Months
7.52%
4.51%
1 Year
10.06%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
8.30%
24.96%
Fund Age
14 mo
4 yrs 7 mo
AUM
₹27.97 Cr
₹136 Cr
Alpha – 1 Year
7.08%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
20.30%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.01
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.30
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−12.48%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 53% · M 22% · S 20%
Number of Stocks
62
18
Portfolio P/E
—
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%