Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
2.26%
6 Months
7.52%
18.40%
1 Year
10.06%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
8.30%
14.83%
Fund Age
14 mo
10 yrs
AUM
₹27.97 Cr
₹666.2 Cr
Alpha – 1 Year
7.08%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
20.30%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
1.01
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.30
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−12.48%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 13% · M 17% · S 66%
Number of Stocks
62
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%