Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.02%
6 Months
7.52%
3.65%
1 Year
10.06%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
8.30%
17.53%
Fund Age
14 mo
7 yrs 11 mo
AUM
₹27.97 Cr
₹54.28 Cr
Alpha – 1 Year
7.08%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
20.30%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.01
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.30
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−12.48%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%