Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Master Trust India Growth Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
5.45%
6 Months
7.52%
16.85%
1 Year
10.06%
9.30%
3 Years
—
14.05%
5 Years
—
14.30%
Since Inception
8.30%
24.29%
Fund Age
14 mo
14 yrs 10 mo
AUM
₹27.97 Cr
₹372.24 Cr
Alpha – 1 Year
7.08%
4.58%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
20.30%
21.18%
Volatility – 3 Years
—
20.18%
Beta – 1 Year
1.01
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.30
0.27
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−12.48%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%