Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
1.73%
6 Months
7.52%
7.38%
1 Year
10.06%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
8.30%
12.63%
Fund Age
14 mo
9 yrs 9 mo
AUM
₹27.97 Cr
₹145.75 Cr
Alpha – 1 Year
7.08%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
20.30%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.01
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.30
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−12.48%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 62% · M 20% · S 7%
Number of Stocks
62
25
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%