Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Money Life - Mas Prime
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
6.82%
6 Months
7.52%
25.39%
1 Year
10.06%
17.69%
3 Years
—
21.57%
5 Years
—
14.87%
Since Inception
8.30%
17.17%
Fund Age
14 mo
6 yrs 10 mo
AUM
₹27.97 Cr
₹119.43 Cr
Alpha – 1 Year
7.08%
18.04%
Alpha – 3 Years
—
12.57%
Information Ratio – 3 Years
—
0.68
Volatility – 1 Year
20.30%
26.38%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
1.01
0.88
Beta – 3 Years
—
0.85
Sharpe Ratio – 1 Year
0.30
0.54
Sharpe Ratio – 3 Years
—
0.77
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%
—
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%
—
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%