Portfolio Management Services (PMS)Compare Schemes
BADJATE GROWTH FUND vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
BADJATE GROWTH FUND
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.52%
0.77%
6 Months
7.52%
11.30%
1 Year
10.06%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
8.30%
10.85%
Fund Age
14 mo
2 yrs 5 mo
AUM
₹27.97 Cr
₹45.96 Cr
Alpha – 1 Year
7.08%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.30%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−19.87%
Recovery Period
Not yet recovered
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 12% · M 4% · S 66%
Number of Stocks
62
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 1%