Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.20%
6 Months
7.52%
6.00%
1 Year
10.06%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
8.30%
16.60%
Fund Age
14 mo
3 yrs
AUM
₹27.97 Cr
₹209.72 Cr
Alpha – 1 Year
7.08%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
20.30%
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.48%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 67% · M 33%
Number of Stocks
62
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%