Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
2.75%
6 Months
7.52%
26.95%
1 Year
10.06%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
8.30%
22.70%
Fund Age
14 mo
8 yrs
AUM
₹27.97 Cr
₹357.26 Cr
Alpha – 1 Year
7.08%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
20.30%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
1.01
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
0.30
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−12.48%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 7% · M 19% · S 59%
Number of Stocks
62
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%