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BADJATE GROWTH FUND vs Right Horizons - Alphabots Midcap 29
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BADJATE GROWTH FUND
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
3.12%
6 Months
7.52%
8.08%
1 Year
10.06%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
8.30%
19.84%
Fund Age
14 mo
6 yrs 11 mo
AUM
₹27.97 Cr
₹3.18 Cr
Alpha – 1 Year
7.08%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
20.30%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.01
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.30
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−12.48%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 31% · M 55% · S 12%
Number of Stocks
62
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –