Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
0.25%
6 Months
7.52%
15.19%
1 Year
10.06%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
8.30%
25.09%
Fund Age
14 mo
3 yrs 5 mo
AUM
₹27.97 Cr
₹4,148.34 Cr
Alpha – 1 Year
7.08%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
20.30%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.30
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.48%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 26% · M 35% · S 37%
Number of Stocks
62
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%