Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
BADJATE GROWTH FUND
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
12.27%
6 Months
7.52%
−1.13%
1 Year
10.06%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
8.30%
13.07%
Fund Age
14 mo
15 yrs 3 mo
AUM
₹27.97 Cr
—
Alpha – 1 Year
7.08%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
20.30%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.01
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.30
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−12.48%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 14% · S 32%
L 73% · M 20% · S 7%
Number of Stocks
62
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%