Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Emkay Investments - ENVI
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
5.18%
6 Months
7.52%
19.69%
1 Year
10.06%
25.97%
3 Years
—
17.02%
5 Years
—
—
Since Inception
8.30%
24.02%
Fund Age
14 mo
4 yrs 2 mo
AUM
₹27.97 Cr
₹101.01 Cr
Alpha – 1 Year
7.08%
21.25%
Alpha – 3 Years
—
4.93%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.30%
21.63%
Volatility – 3 Years
—
19.42%
Beta – 1 Year
1.01
1.10
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.30
0.93
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−12.48%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 26% · M 14% · S 51%
Number of Stocks
62
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Portfolio P/E
—
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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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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