Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
−0.63%
6 Months
7.52%
8.65%
1 Year
10.06%
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
22.10%
Fund Age
14 mo
2 yrs 7 mo
AUM
₹27.97 Cr
₹374.18 Cr
Alpha – 1 Year
7.08%
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−8.56%
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 49% · M 41% · S 9%
Number of Stocks
62
37
Portfolio P/E
—
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%