Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
0.12%
6 Months
7.52%
0.78%
1 Year
10.06%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
4.91%
Fund Age
14 mo
2 yrs 3 mo
AUM
₹27.97 Cr
₹1.52 Cr
Alpha – 1 Year
7.08%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−13.58%
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 64% · M 1% · S 35%
Number of Stocks
62
28
Portfolio P/E
—
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%