Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
1.48%
6 Months
7.52%
11.85%
1 Year
10.06%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
8.30%
21.99%
Fund Age
14 mo
3 yrs 5 mo
AUM
₹27.97 Cr
₹41.04 Cr
Alpha – 1 Year
7.08%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
20.30%
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
1.01
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.48%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
—
Number of Stocks
62
—
Portfolio P/E
—
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%