Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Fyers Genesis Fund
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%
1.54%
6 Months
7.52%
6.09%
1 Year
10.06%
5.87%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
3.02%
Fund Age
14 mo
1 yr 11 mo
AUM
₹27.97 Cr
₹16.43 Cr
Alpha – 1 Year
7.08%
1.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
19.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−18.63%
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%
M 20% · S 76%
Number of Stocks
62
24
Portfolio P/E
—
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%