Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
3.30%
6 Months
7.52%
9.86%
1 Year
10.06%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
8.30%
11.40%
Fund Age
14 mo
8 yrs 7 mo
AUM
₹27.97 Cr
₹119.22 Cr
Alpha – 1 Year
7.08%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
20.30%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
1.01
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.30
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−12.48%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 2% · M 52% · S 44%
Number of Stocks
62
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%