Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
4.02%
6 Months
7.52%
10.61%
1 Year
10.06%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
8.30%
12.23%
Fund Age
14 mo
7 yrs 7 mo
AUM
₹27.97 Cr
₹1,666.24 Cr
Alpha – 1 Year
7.08%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
20.30%
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
1.01
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−12.48%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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)
—
0% / 0% / 0%