Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
3.40%
6 Months
7.52%
21.77%
1 Year
10.06%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
8.30%
24.82%
Fund Age
14 mo
3 yrs 1 mo
AUM
₹27.97 Cr
₹415.03 Cr
Alpha – 1 Year
7.08%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
20.30%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
1.01
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.30
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−12.48%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –