Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
10.24%
6 Months
7.52%
31.65%
1 Year
10.06%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
8.30%
14.51%
Fund Age
14 mo
10 yrs 10 mo
AUM
₹27.97 Cr
₹423.36 Cr
Alpha – 1 Year
7.08%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
20.30%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
1.01
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.30
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−12.48%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 12% · M 6% · S 82%
Number of Stocks
62
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%