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BADJATE GROWTH FUND vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
4.17%
6 Months
7.52%
19.62%
1 Year
10.06%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
8.30%
23.13%
Fund Age
14 mo
6 yrs 7 mo
AUM
₹27.97 Cr
₹2,332.81 Cr
Alpha – 1 Year
7.08%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
20.30%
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
1.01
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.30
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.48%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 14% · M 33% · S 52%
Number of Stocks
62
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%