Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.52%
−0.25%
6 Months
7.52%
3.36%
1 Year
10.06%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
8.30%
10.42%
Fund Age
14 mo
16 yrs 11 mo
AUM
₹27.97 Cr
₹257.93 Cr
Alpha – 1 Year
7.08%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
20.30%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.01
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
0.30
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%