Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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BADJATE GROWTH FUND
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
3.17%
6 Months
7.52%
6.78%
1 Year
10.06%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
8.30%
8.64%
Fund Age
14 mo
3 yrs 2 mo
AUM
₹27.97 Cr
₹66.61 Cr
Alpha – 1 Year
7.08%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
—
Recovery Period
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 90% · M 10%
Number of Stocks
62
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%