Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.77%
6 Months
7.52%
8.02%
1 Year
10.06%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
8.30%
14.35%
Fund Age
14 mo
5 yrs 9 mo
AUM
₹27.97 Cr
₹11.85 Cr
Alpha – 1 Year
7.08%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
20.30%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
1.01
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.30
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−12.48%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%