Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
13.08%
6 Months
7.52%
39.75%
1 Year
10.06%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
8.30%
26.22%
Fund Age
14 mo
4 yrs 6 mo
AUM
₹27.97 Cr
₹81.24 Cr
Alpha – 1 Year
7.08%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
20.30%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.01
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.30
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−12.48%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%