Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
4.61%
6 Months
7.52%
3.41%
1 Year
10.06%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
8.30%
15.71%
Fund Age
14 mo
4 yrs 7 mo
AUM
₹27.97 Cr
₹129.22 Cr
Alpha – 1 Year
7.08%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
20.30%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
1.01
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.30
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.48%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%