Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
7.52%
20.43%
1 Year
10.06%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
20.69%
Fund Age
14 mo
2 yrs 8 mo
AUM
₹27.97 Cr
₹320.35 Cr
Alpha – 1 Year
7.08%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−12.04%
Recovery Period
Not yet recovered
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 5% · M 36% · S 51%
Number of Stocks
62
29
Portfolio P/E
—
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%