Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
10.15%
6 Months
7.52%
31.39%
1 Year
10.06%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
8.30%
28.23%
Fund Age
14 mo
5 yrs 4 mo
AUM
₹27.97 Cr
₹483.07 Cr
Alpha – 1 Year
7.08%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
20.30%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
1.01
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.30
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.48%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 12% · M 6% · S 81%
Number of Stocks
62
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%