Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Clockvine Growth Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Clockvine Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
4.26%
6 Months
7.52%
31.09%
1 Year
10.06%
27.02%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
19.17%
Fund Age
14 mo
2 yrs 6 mo
AUM
₹27.97 Cr
₹101.46 Cr
Alpha – 1 Year
7.08%
22.30%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
22.17%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.95
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−17.18%
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%
L 15% · M 19% · S 66%
Number of Stocks
62
35
Portfolio P/E
—
51.64
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%
Thangamayil Jewellery Ltd · 9.63%
Radico Khaitan Ltd · 7.83%
S J S Enterprises Ltd · 7.39%
Rashi Peripherals Ltd · 5.69%
Neuland Laboratories Ltd · 4.81%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%