Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Nirmal Bang Equity Multi Cap
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
7.67%
6 Months
7.52%
25.93%
1 Year
10.06%
35.92%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
23.98%
Fund Age
14 mo
2 yrs 10 mo
AUM
₹27.97 Cr
₹213.66 Cr
Alpha – 1 Year
7.08%
31.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
22.87%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
1.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−11.95%
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%
—
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%
Kovai Medical Center & Hospital Ltd · 5.84%
Kaynes Technology India Ltd · 5.42%
Trent Ltd · 5.05%
Vishal Mega Mart Ltd · 4.93%
Nuvama Wealth Management Ltd · 4.82%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%