Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.52%
7.60%
6 Months
7.52%
26.61%
1 Year
10.06%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
8.30%
—
Fund Age
14 mo
8 yrs 4 mo
AUM
₹27.97 Cr
₹158.52 Cr
Alpha – 1 Year
7.08%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
20.30%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.30
1.29
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 32%
L 31% · M 28% · S 38%
Number of Stocks
62
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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)
—
2% / 0% / 0%