Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
IFM Largecap 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%
−0.16%
6 Months
7.52%
−3.46%
1 Year
10.06%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
−3.49%
Fund Age
14 mo
14 mo
AUM
₹27.97 Cr
₹116.7 Cr
Alpha – 1 Year
7.08%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−16.91%
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%
L 83% · M 6% · S 9%
Number of Stocks
62
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—