Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Kotak Pioneer Model Strategy Moderate
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
1.38%
6 Months
7.52%
−0.96%
1 Year
10.06%
13.47%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
13.04%
Fund Age
14 mo
4 yrs 1 mo
AUM
₹27.97 Cr
₹8.03 Cr
Alpha – 1 Year
7.08%
6.76%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
20.30%
13.65%
Volatility – 3 Years
—
9.67%
Beta – 1 Year
1.01
1.23
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.30
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
11.57%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−12.48%
−12.95%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.65%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –